Early photo of me and Laurie.
Notice the carseat!
Financial Advisor & Founding Principal
I have always been interested in money. At age 5, I put a cooked lasagna noodle in a shoe box and charged people to view a cow tongue. Later, I obtained a wholesale license and hired my neighborhood friends to make macramé plant hangers, which were sold to shops in Old Town. During high school and college, I had jobs as a bookkeeper for various local companies. I graduated from SDSU with a degree in Finance. I worked as a bank officer, a financial analyst, a cash manager, and financial reporting analyst for several large companies in San Diego and Los Angeles. I realized that corporate life was not for me and started a career as a mortgage broker and realtor. It was during this time my father approched me to join him in his financial planning business. It was here I was able to use all my previous experience to help our clients achieve their dreams. I had found my home! I love my job as I get to help clients navigate their way towards their financial goals. It involves money, solving puzzles, and having great relationships with our clients. The best part is that I always learns something from our clients.
My husband and I raised sons and now we are discovering new interests! We enjoy concerts, beach walks with the dogs, quiet evenings, and collecting mid-century items for our home. I became a gardener when I purchased my house that has a large back yard and I quickly discovered I could grow almost anything by dropping a seed. Due to the ongoing battles with local wildlife, I’ve concentrated my efforts on my fruit trees and vines. I have citrus, apricots, plums, blackberries, etc. which are great for preserving. Some of my favorites are lemon curd, plum, and apricot jam. I make these under the label MOB (Mom of Boys) because of my two grown sons. Our next big project will be landscaping the front yard.