Profile Introduction

As the Neutral Financial Professional in your collaborative divorce case, I help both parties gather and review their financial information and determine their goals for the future. We complete the Assets and Debts, Income and Expenses documents required for the court forms. I consult with both parties on the financial issues connected with your marital dissolution and provide financial guidance, planning, and budgeting throughout. Using specialized software, Im able to run multiple property division scenarios for you, and advise you of the long term outcomes and tax implications of different financial settlement scenarios.

I am a Registered Investment Advisor representative with Securities America. I received my Bachelors degree in Business Administration at California State University, Long Beach in 1986 and hold Series 6, 63, 65, and Series 7 securities licenses. I am licensed by the State of California in life & disability insurance as well as annuity products. I am also a Certified Divorce Financial Analyst, and have earned the Certified Financial Planner" designation from the College of Financial Planning in Colorado.

I am a member of IACP, Board Member of the Collaborative Divorce Solutions in Orange County, Collaborative Divorce Services of Coachella Valley and the Financial Planning Association  Orange County Chapter.

You can contact me by calling 714-505-6161.