As a young girl, I did not worry about money; my parents had full time jobs and were good at saving. I never had to worry that if something happened to one of them, they wouldn’t be able to care for us as a family. Unfortunately, I wasn't able to have that same security and peace of mind with extended family.

About 10 years ago, my great Aunt was diagnosed with Alzheimer's disease and needed 24/7 care in a nursing home. Things went well for about two years, but over time, money dwindled to nothing and my grandma was searching for every penny to keep my aunt at the facility that was keeping her safe and alive. I remember her attempting to apply for loans and being turned down. This caused much heartbreak and tension in our extended family. Within a couple of years, my once happy family had been torn apart from one crisis; running out of money due to an unexpected event.

Now as a financial advisor, I see families that desire to feel secure in their lives and want to achieve big dreams, but are one crisis away from derailing it all. My purpose is to be prepared no matter what comes your way.

Most of my clients are highly motivated individuals and business owners; they are notorious for doing it all, often missing important financial decisions that will significantly impact their future.

Something has changed; they feel driven to reevaluate their future, but their lack of financial expertise and experience causes them to feel unsure and overwhelmed over what to do next.

They simply want to feel more in control, to know they have protected their future and have a clear path forward.

Whether these individuals are married or single, retiring or inheriting wealth, they come to me with three main concerns!

Have I done enough to prepare for those unexpected events?
Can I continue my lifestyle?
How can I feel confident now and in my future?

In my process, we first clearly determine what your values and dreams are, we then evaluate how effectively your money is working towards priorities and dreams. Then, we build a tailored strategy with a clear purpose that strategically balances your need for growth, income and protection. Next, we implement this process while continually updating and adapting to keep pace with your life as we plan for your future and your legacy.

Everyone has a story and a dream – I want to know yours!

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Estate & Legacy Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Divorce Finances

My Personal Interests

  • Spending Time with Family
  • Horseback Riding
  • Swimming
  • Camping
  • Hiking

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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