I am a California Licensed Professional Fiduciary based in Carlsbad and a member of the Professional Fiduciary Association of California.  Prior to becoming a Fiduciary in 2013, I worked for fourteen years in the Financial Services industry where I guided clients in investing and managing their portfolios and reviewed the investment decisions of other advisors as to the appropriateness of the choice for each individual client.

Residential rental real estate investment and management has been a hobby of mine for over twenty years and I was a licensed Realtor for four years prior to entering the Financial Services field.

As a fiduciary, I most often act as successor trustee or administrator of an estate but can also act under a durable power of attorney.  I facilitate the distribution and management of trusts and estates and act as a liaison to beneficiaries, family members, legal teams and CPA’s.

Given my background in Financial Services and Real Estate, acting as a Professional Fiduciary is a natural fit.  My passion is to guide, organize, simplify and manage in the most efficient manner, the assets and valued possessions for those I service.  I pride myself in giving clients peace of mind by helping to protect and properly insure their assets, save on fees, insurance and investing costs.  I excel at making complex issues manageable and taking away the day to day stresses that these decisions may cause.

I am a graduate of Towson University in Maryland holding a BA in Business Administration with a Finance Concentration.  I attained certification as an Accredited Asset Management Specialist in 2011 and was a Registered Investment Advisor in California for ten years.

In my spare time I enjoy baking, reading, running, yoga, travel and spending time with my husband, three boys and rescue dog – Eden.  I volunteered for several years with Labradors and Friends Dog Rescue and hope to do so again when I have more time.