I'm truly blessed to be one of the few people to have found my true calling in life. Finance intrigued me even as a child – how to control it rather than having it control us. I saw times of prosperity and times of struggle in my family, and this led me to a career as a financial advisor.
My mission has always been to deeply serve the community in which I live and work. I partner with families and businesses within the community to establish financial strategies to help achieve what's most important to them. My sole purpose is to ensure all clients feel understood, informed and secure in their personalized plan. Through this lifetime partnership, we can prepare and protect against whatever life may bring.
I believe it’s important to invest my time to understand what you’re working toward before you invest your money. Whether you're planning for retirement, saving for college for children or grandchildren, or just trying to protect the financial future of the ones you care for the most, we can partner together to develop specific strategies to help you achieve your goals. We use an established process to monitor your progress and help you stay on track or determine if any adjustments need to be made. Throughout it all, we're dedicated to you.
A BIT ABOUT ME:
After graduating from California State University Chico with a bachelor's degree in business administration and a concentration in marketing and finance, I realized I wanted to help individuals and businesses achieve their goals and make a positive impact in the community. I spent more than a decade developing a background in customer relations and strategic account management before transitioning those skills to my business with Edward Jones.
When away from the office, I enjoy spending time with my husband, our two amazing children and our 11-year-old black lab. We love to travel and often venture up to Tahoe or down to the beaches of Santa Cruz for a weekend getaway.
- Business Retirement Plans
- Divorce Finances
- Estate & Legacy Strategies
- Insurance & Annuities
- Portfolio Reviews
- Retirement Income Strategies
My Personal Interests
- Active Lifestyle
- Spending Time with Family
- Art & Theater
- Community Outreach
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