Nearly twenty years ago I moved to San Luis Obispo. Since that time I have graduated from San Luis Obispo High School, Cuesta College and Cal Poly. Between the beautiful surroundings and wonderful people, I choose to make San Luis Obispo my home.

I joined the Blakeslee & Blakeslee family over twelve years ago, starting as an office assistant. Over the years I obtained my FINRA (Financial Industry Regulatory Authority) licenses 6, 7 and 63. I’m also a licensed insurance agent, focusing on Annuities, Life, Health and Long-Term Care insurance.

I specialize in retirement, college and insurance planning. My aim is to develop a complete understanding of your personal and financial picture and build a plan that works to meet your goals. Based on risk tolerance, time horizon and investment experience, I will tailor a financial portfolio that reflects your objectives..

Estate Planning Made Simple
Siblings who have had loving relationships can become embittered towards each other if one feels that Mom or Dad’s Will wasn’t fair when dividing up the estate. Some parents will completely disinherit one child. By doing so they’re guaranteeing that child will hold bitter memories towards that parent and the other family members. Instead, leave something to him or her and when doing so, don’t use hurtful language that will be remembered forever. If you really feel one child needs more than their brothers or sisters it’s better to leave a smaller but equal portion to all your children and...Read More