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Highlights

START DATE

Industry: 2008
KAR: 2015

EDUCATION

B.S., Business Administration,
Emmanuel College

PRIOR WORK EXPERIENCE

  • Portfolio Administrator, Assistant Vice President – One West Bank
  • Account Manager – Adviser Investments

CERTIFICATIONS AND CREDENTIALS*

  • Certified Financial Planner®,
    Boston University
  • Series 7, 63, 65

RECOGNITION

2023-2026 Leader of Influence – Wealth Manager, Los Angeles Business Journal

Fun Fact
I spend all my free time riding my horse, Cambridge, preparing him for the show ring.
Q: What Are You Involved in Outside of Work?
A: I enjoy riding my horse, Cambridge, and walking my dog, Teddy, around my Santa Monica neighborhood. Being originally from Boston, I appreciate the sunny Southern California weather.  
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*If you have any questions regarding a particular professional’s credentials or for more information regarding each credential’s requirements and qualifications, please contact KAR to receive a copy of your professional’s Form ADV Part 2B.

The 2026 “Best-In-State Wealth Advisors” ranking was given by Forbes in April 2026 and covers the year 2026. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2026 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2026 and covers the year 2026. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2026 “Best-In-State Women Wealth Advisors” ranking was given by Forbes in February 2026 and covers the year 2025. KAR has not paid fees to Forbes to obtain or participate in the ranking. The firm has paid a fee to license use of the award logo and market the results of the ranking.

The 2025 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2025 and covers the year 2025. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.

The 2024 “Leaders of Influence: Wealth Managers” recognition was given by LA Business Journal in March 2024 and covers the year 2024. KAR has not paid fees to LA Business Journal to obtain or participate in the award. The firm does not anticipate it will pay fees to re-license the award.