Personal

A long-time resident of Southern California, I raised four children, all of whom graduated from the University of California and who continued their graduate education obtaining law degrees, and education degree and a PhD in biomedical engineering. I am extremely proud of them all.

I enjoy hiking, biking, reading and cooking.

Professional

After many years of volunteer work, I returned to studying and obtained a degree in marketing and public relations. I worked on special projects for then Assemblyman Gray Davis and City Councilwoman Joy Picus. I held a staff position with Encino Chamber of Commerce, Senator David Roberti and the Budgeting and Allocation committee of the Jewish Federation Council.

I enjoyed all of these opportunities but wanted a career that would allow flexibility of my time while providing me the opportunity to give meaningful assistance to people. I want to help people and their families now and in the future. In 1990, I made the decision that becoming a Northwestern Mutual Financial Representative would allow me to do just that. It has.

Years of Experience

Representing Northwestern Mutual since 1990.

Education

  • U of Manitoba, Canada - Family Studies (Bachelor of Science)
  • University of Judaism, Los Angeles - Marketing and Public Relations (Master of Business Administration)

Here are my areas of expertise

Financial Planning

Insurance Protection Strategies

Life Insurance Strategies

Retirement Planning & Income Strategies

Education Planning & Funding

Disability Planning

Multigenerational Planning

Estate Planning

Lending a hand in my community.

As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:

Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)

ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.

Visit partner website

Alex's Lemonade Stand logo

Beads of Courage

Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.

Visit partner website

Beads of Courage logo

How Northwestern Mutual helps you live the life you want.

When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.

Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.

It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.

Downtown Milwaukee, WI Skyline