LPL Financial

About I help people find financial answers and be successful with their wealth portfolios by educating people on principles of investing and planning. I help families establish generational strategies and planning while translating the financial language.
Description • I meet with families locally to establish generational strategies and planning.
• I translate the financial language into terms people can understand, teach courses and hold regular monthly community meetings.
• I have helped hundreds of families protect their portfolios by educating clients and forecasting markets, then making appropriate changes to increase portfolio assets.

-City of Gilroy Planning Commissioner
-Chair Person: Government Relations Committee, Gilroy Chamber of Commerce
-Exchange Club, Gilroy Chapter
-Women In Touch Gilroy Chapter, Financial Auditor
-Gilroy Chamber of Commerce,Chair of Government Relations Committee, New Member Ambassador, Chair for 2010 Annual Business Tradeshow
-Nominated in 2010 for Business Women of the Year
-Solarsano Middle School, Former Parents Club President and School Site Council Representative