As a result of partnering with us, our clients have clarity about their progress toward financial goals. They know exactly where they stand when it comes to their financial health, and they have a strategy in place for unforeseen life events. We believe it is essential to understand what is important to you first, then build personalized strategies to help you attain your goals. After implementing a strategy, we will partner with you and your family to help you stay on track throughout life's changes.

I grew up in Arnold, graduated from Bret Harte and left to attend college in Texas. I met my husband in Michigan, and eventually convinced him to move home to Calaveras County. I am proud to call three amazing young women my daughters. In my free time, I volunteer with Friends of the Calaveras County Fair, and I am a past-president of Soroptimist International of Calaveras County.

My branch office administrator, Carah, has lived in Angels Camp for more than 30 years. She and her husband, Chris, raised three children who are now all married. They are looking forward to the grandparenting phase of life. Carah enjoys reading, cooking and welcoming family and friends to their patio.

As a local, I am passionate about helping the people of Calaveras County with their unique financial needs. I want to help retirees enjoy their retirement and help the working class get ahead of the retirement game.

Whether you're planning for retirement, saving for college or trying to protect the financial future of those you care for, I can help you work toward your goals. Our office is supported by thousands of professionals and advanced technology, so we can ensure you receive the most current and comprehensive guidance. We welcome the opportunity to work with your other trusted professionals to deliver a comprehensive strategy that leverages everyone's expertise. Working together, we can help you develop a complete, tailored strategy to help you achieve your financial goals.

Focus areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Community Outreach
  • Cooking
  • Traveling
  • Spending Time with Family
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:00AM - 02:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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