Financial advisor by day, passport stamp collector by night. I’m a number's girl with a serious travel bug and a love for SUP whenever I can get out on the water. When I’m not out exploring, I relax by practicing yoga.
I studied Psychology and Criminology at Oregon State University before transitioning into the financial industry. I am a Chartered Retirement Planning Counselor, CRPC® with the Series 7 and 66 registrations along with a California insurance license (#0125387). I joined the Rosenblatt Advisors team in 2017 after moving back to the Bay area.
Since 2012, I’ve been helping clients plan their financial journeys with the same care and excitement I put into planning my own adventures around the globe. Whether it’s creating a strategy to help grow wealth, reduce stress, or simply make life a little freer, I believe money should be a tool for living well not something that holds you back. If it involves spreadsheets, roadmaps, boarding passes or a paddleboard, I’m all in.
My goal? To make finances feel less intimidating, more empowering, and maybe even a little fun so you can focus on the adventures that matter most to you.