"Do your best everyday" was my father's lifelong moto and something I continue to live by today. This meant that, even on our down days, we did the best we could for that day living each day as a new beginning and giving all we could in each moment. Raising eight children, both my parents had to be very hard working in and out of the home which taught me many monumental lessons, but the value of hard work stuck with me the most. Today I apply my dad's moto, hard work and a little faith to the financial world to better serve clients.

I am a native Californian and moved to Sonoma County in my early grade school years. I am proud to call Santa Rosa my home. When not in the office, I enjoy spending time with my daughter, gardening, swimming and attending Spring Hills Church with my faith family.

My office partner, Kelly Mills, joined me in 2019 with a wide breadth of experience. Together, we focus our attention on providing our clients with honest advice based on each clients' own personal goals and values. Together, as a team, we help pave the road to financial success.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances

My Personal Interests

  • Health & Nutrition
  • Culinary Arts
  • Active Lifestyle
  • Gardening
  • Personal Fitness

Office Information

Office Hours

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

Branch Team

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