FOUNDER , UDIRECT IRA SERVICES
WHY:Founded Irvine-based firm in 2009 that helps individuals diversify their investments using self-directed IRAs. Counts $1B in assets under management.
IN THE NEWS:Featured as one of Business Journal’s 2023 Women in Finance.
NOTABLE:Previously worked in mortgage banking, real estate and property management after working as an on-air news and traffic reporter. Creates social media content focused on demystifying IRAs.
QUOTABLE:“Financial literacy is not taught in schools, but our future depends on understanding it. Only about 4% of U.S. investors have a self-directed IRA because most investors and many advisers simply aren’t aware of it.”
