Business Resources

Experience and Background

My husband, Stephen, and I (and our two adorable pups Oscar and Sophie) relocated to Palm Springs from Los Angeles in early 2017. After visiting the desert for 20-plus years and owning a vacation home here for five years, we often dreamed of living and working here full-time. We are thrilled to have been able to make the transition to the desert a reality.

In 1986, I got my start in the financial services industry and am excited to now be able to service my clients locally in Palm Springs as an Edward Jones financial advisor. I am currently accepting new client relationships and am also happy to review your existing account relationships. I have spent my career assisting clients with a variety of products and services. I also have worked closely with many of their estate planning attorneys and CPAs in order to provide my clients with a more complete financial picture. Customer service is my number one priority!

I have always believed strongly in giving back to my community. In addition to being an active member of the Palm Springs Chamber of Commerce, I am also a member of the Board of Directors for both the Desert Business Association (the 2nd oldest LGBT Chamber of Commerce in the Nation) and the Palm Springs Library Foundation. Additionally, I am a member of Partners For Life, the sustaining donor group benefiting the Desert AIDS Project and an Ocotillo Club member as well as a Diamond Level business partner of The LGBT Community Center of the Desert.

Born and raised on Long Island, NY, I graduated from the University of Michigan in Ann Arbor, where I studied economics and French.

My office is located in Palm Springs at The Abbey Office Complex located at 340 S Farrell Drive, Suite A102, between Baristo and Ramon.

Please contact my Branch Office Administrator, Mary Folger, Monday – Friday between 8am and 5pm to set up an appointment. We look forward to meeting you!