How I Increase Your Value of Time^®

I work hard to gain the trust of our clients and they know that they can rely on me to get things done in an efficient and timely manner. I love to offer and utilize my client-facing expertise to assist our clients with their personal financial affairs and goals, so they can focus their time on what matters most to them.

My Career Journey

After obtaining a Fashion/Design degree and owning an Italian clothing boutique for 4 years in downtown Seattle, I decided to reroute my journey and take a chance in Finance. With now 30+ years in the financial services industry, I have been very fortunate to work alongside some of Seattle’s finest. Beginning as a brokerage wire operator in the early 90’s and two decades of private client services, I am always eager to tackle any situation with a smile and positive attitude. I recently joined the Pacific Portfolio Team and look forward to delivering personalized services and solutions to our “family” of clients.

What the Value of Time^® Means to Me Personally

When I am not working/engaging with our amazing clients, you may find me laughing, visiting (or video chatting) with my two beautiful daughters: Elle and Abigail both in Redondo Beach, CA., living my best life with my love, J.J. or spending time with my village of lifelong friends. I also enjoy frequent travels to sunny destinations, sports, boating & fishing, hosting/catering parties and am a huge WA wine enthusiast/collector.

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