About

I began my financial planning career in 1990 as an employee of a large national financial services firm. I quickly realized that being an employee of a firm that had its own products and services to sell was not the ideal career path...

My financial services career began in 1994 with a large national firm. I soon realized that most “financial advisors” were salespeople working for companies who manufactured financial products that they wanted to sell to...

Since joining Oaktree in 2010, I have worked closely with new and existing clients to help with any questions or requests they have. I schedule client meetings with our advisors, schedule and coordinate client communications and I...