Born and raised in San Diego, California. I have deep roots as my two sons proudly represent the seventh generation of our family to be born in Southern California, making family, legacy, and community central to both my personal and professional life.

I graduated from the University of California, Irvine in 2005 with a bachelor’s degree in Economics. During my time at UC Irvine, I was a member of the Varsity Women’s Rowing Team and had the honor of serving as President of the Alpha Chi Omega Sorority.

Following graduation, I built a career in management and insurance sales before taking time away from the workforce to raise my family. My husband John’s career led us to live in several parts of the country before we were blessed with an opportunity to return home to Southern California to be closer to our families.

My path to becoming a Professional Fiduciary was both unexpected and deeply personal. After being nominated by family members to be the Trustee of a complex family trust, I gained firsthand insight into the challenges families face when managing multigenerational estates and fiduciary responsibilities. Through this experience, I recognized a need for compassionate, capable and highly personal fiduciary services tailored to the unique needs of individuals and families across generations.

I am committed to providing thoughtful, ethical, and client-centered fiduciary services that help fulfill the wishes of loved ones that have gone before us.

I live in San Juan Capistrano with my husband John, our two sons and our beloved King Charles Cavalier, Sierra.