As an experienced advisor, I provide financial advice to individuals who want to preserve and grow their money. I invest the time to understand what's important to you before I invest your money. My customized approach begins when I onboard you as a new client. I use an established 5 step process that entails a full review of your current assets, analyzing your needs, providing recommendations, implementing execution and partnering with you along the way.

My background in the financial industry dates back to 2007 where I started and worked at several large firms. I later joined Edward Jones as a limited partner, and I currently serve in the local retirement area. As an active member of the community, I've held various roles including field trainer, women's advocate leader and mentor to new advisors in the phoenix area.

My qualifications include a BA in finance and economics from San Diego State University. Currently, I hold the AAMS™ designation and CFP® certification. I became a CFP® professional after fulfilling extensive education requirements, passing the national exam, demonstrating work experience and completing the ethical requirements. Study topics include professional conduct and regulation, general principles of financial strategies, risk management and insurance planning, retirement savings and income planning and estate considerations. As part of my commitment to continually improve professional acumen, I recently acquired the marks of ChFC® which broaden my training to include working with business owners and families with special needs.

I work as a team with my branch administrator, Sherri Kennedy. Here, we believe that having a growth mindset is critical to running a client centric practice that focuses on deeply serving our clients in today's ever-changing environment. Together, Sherri and I have over 30 years of industry experience and we both take great pride setting ourselves apart by providing the highest level of service. Our service model is based on adding value to the client relationship by making regular, proactive and meaningful contact with the individuals we work with.

As a team, Sherri and I strive to empower our clients by providing the answers to their questions so they can make informed, financially sound decisions. Please call our office to discuss how your needs can be matched with our level of expertise.