I am a Partner and the Managing Director of AIM Wealth Advisory Group - a comprehensive financial planning firm.  I have 19 years of experience in the areas of business succession, investment, and strategic tax & estate planning.  

My mother was a special needs teacher for her entire career, so becoming a subject matter expert in SNP was part of my destiny.  In 2016, my daughter was diagnosed with a very rare genetic disorder known as White Sutton Syndrome.  She was the very first diagnosis in Orange County, CA and at the time, was 1 of 10 children that had been diagnosed.  It became my mission to learn everything I could about special needs planning.  

My goal is to help other families who have special needs children, that don't understand their proverbial blind spots, as well as the financial planning opprotunities.  I'm so grateful to be able to help families navigate government programs, as well as other financial strategies, to ensure the long-term financial success and help improve the quality of life of those people experiencing disablity and special needs, their families and caregivers.

I have an intimate understanding of the challenges families with special needs face, and my ability to empathize helps facilitate our conversations and the planning process.

Firm Description

Our firm focuses on comprehensive financial planning and I serve as the subject matter expert on special needs planning.  As a Partner and the Managing Director of AIM Wealth Advisory Group, a private wealth advisory practice of Ameriprise Financial Services, Inc., I serve 2 primary roles for the firm - to work directly with a select group of high net worth clients and to help lead and develop our talented team.  I have 19 years of experience in the areas of business succession, investment, and strategic tax and estate planning and specialize in working with corporate executives and business owners.  After several years in various Leadership roles with 3 of the Top Fortune 500 Financial Services institutions, I chose to merge my practice in 2017 and partner with a long time friend.  Our vision and values aligned perfectly - integrity filled, client-centric, with a dedicated focus on Leadership and continuing education.  Our comprehensive financial planning focus and commitment to service has helped our firm, AIM Wealth Advisory Group, become one of the top financial planning firms at Ameriprise, ranking in the top 1%. 

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