Dedicated to your financial security

My career in the financial and legal industry began in insurance, after which I broadened my scope to include clients experiencing a variety of financial transitions. For over 20 years, I have financially transitioned individuals and families involved in personal injury, wrongful death, and workers’ compensation cases, as well as those dealing with non-personal injury, such as class action and employment cases.

I have had the pleasure of sharing my specialized expertise via speaking engagements in California and nationally. In my experience, financial transitions are so much more than a simple exchange of money. Armed with ongoing training from the Sudden Money® Institute, my practice centers around both the technical and the personal aspects of financial transitions, helping clients navigate through the most vulnerable times in their lives.

I reside in Orange County, CA with my husband Steve. In my spare time, I enjoy hiking, traveling, spending time with our dog, and supporting Canine Companions. I am an active member of our Saddleback Church Family.