My Story

Friends, family, and finances — that's the best way to describe me. They're the core of how I live my life, and how I run my practice.

Family
I was raised in a multicultural, multilingual home in Iran. My mother was American, my father Iranian — we spoke English at home and Farsi everywhere else. My family immigrated to the United States after the Iranian revolution, and that experience of starting over shaped how I think about security, stability, and building something lasting. Today, my family is my husband of 36 years, two grown sons who married wonderful, strong women, and one beautiful granddaughter.

Finances
My relationship with money started early. In high school, I took a business economics class and invested my babysitting money in silver bars. In college, I studied business and computer science. But the real education came later, helping my husband run his car lot — I handled financing for our customers, and I watched, fascinated, as some people were brilliant with money and others made choices that quietly hurt their families for years to come.

Friends
Friends are everything to me. My family gathers with friends nearly every week — it's how we live.

Years ago, two dear friends, a married couple whose kids grew up alongside mine, taught me the lesson that changed my career. When the husband passed away from cancer, his wife lost far more than her partner — she lost the financial footing they'd built together. It was a hard, painful unraveling, and it happened because no one had helped them plan for what came next. That loss is the reason I became a financial advisor.

My practice
My job is to be your personal financial specialist as you build and safeguarding what matters to you. But that's only half of it. Over the years, the people I work with have become genuinely dear to me — and in the process of managing your wealth, I hope we become friends, too.