I graduated from Chapman University in Orange, CA, with a degree in Business Administration focused on Marketing and Entrepreneurship. Finance wasn’t my emphasis, but I found myself unexpectedly drawn to it, excelling in my finance classes, and feeling a spark of interest that surprised me. Shortly after graduation, Jim Loken—a family friend I’d known for years—reached out and asked if I’d like to join his financial planning and wealth management practice. I said yes, dived into studying, and earned my Series 7 and Series 66 licenses, along with my California state insurance license.
Over the years, Jim has taught me so much, and together with Jaye, I think we make a great team. I support his practice in many ways: managing client investments, conducting research, handling new accounts, and more. I’ve come to love the analytical side of things—the challenge of numbers and details coming together just right. With Jim’s encouragement, I took on the challenge of the Chartered Financial Analyst® (CFA) exams, passing the first level—a grueling test, with two more to go.
It’s been nearly 15 years working with Jim, and there are countless reasons why I’ve stayed. He’s not only a great boss but also one of the most knowledgeable and genuinely caring individuals I’ve ever met. Every day, I see the depth of his commitment to his clients and the joy he takes in guiding others.
Jim has been more than a mentor—he even officiated my wedding. My husband, Billy, and I first exchanged vows in March 2020, then celebrated again in October 2021 when we could fully gather after COVID. In October 2022, we welcomed our son, Kian, into the world. When I’m not working, you’ll find Billy and me chasing after Kian and savoring as much time as possible with family and friends.
Financial Planning and Investment Advisory Services offered through Sovran Advisors, LLC, an SEC-registered investment adviser. Securities offered through Cetera Advisor Networks LLC (doing insurance business in CA as CFGAN Insurance Agency LLC, CA insurance license #0644976), member FINRA/SIPC. Fixed insurance products offered through Sovran Financial & Insurance Services, CA insurance license #6010594. Sovran and Cetera are unaffiliated and under separate ownership from any other named entity.
CA Insurance License #0H06623