As a Certified Divorce Financial Analyst™ and Certified Financial Planner®, I focus on developing financial settlement options that are fair and respectful to both parties. My analysis is tailored to the unique circumstances and objectives of each client. I address short and long-term financial needs and goals. By knowing and understanding the alternatives, clients are empowered to make wiser less emotional financial decisions. This mutual financial knowledge coupled with the support of the collaborative professional team, encourages a less adversarial environment in which to reach an agreement. Discussions tend to be more open and honest. Workable agreements can be decided upon quicker and with less potential revisits at a later time.

My professional and personal objective is to promote fair financial settlements in a non-hostile environment to promote a more amicable financial agreement between parties.

:: PROFESSIONAL::

• Certified Divorce Financial Analyst™ (CDFA™)
• Certified Financial Planner® (CFP®)
• Licensed Real Estate Broker
• Registered Securities Principal
• Trained Divorce Mediator – Forrest “Woody” Mosten
• Doctorate in Higher Education

:: MEMBERSHIP ::

• International Association of Financial Planners
• International Academy of Collaborative Professionals
• Los Angeles Collaborative Family Law Association
• Collaborative Family Law Professionals, Inc.
• Institute for Divorce Financial Analysts
• Association of Divorce Financial Planners
• Southern California Mediation Association
• Conejo Valley Estate Planning Council

:: EDUCATION ::

• Bachelors of Science – De Paul University
• Master’s Degree – De Paul University
• EdD Degree – Nova Southeastern University