I am passionate about equipping each client with the advice and strategies needed to succeed financially so that they can achieve the life they want and ultimately fulfill their purpose – whatever that may be.

When my son was growing up, I taught him how to budget and set goals because those lessons weren't being covered in school. Doing so ignited my passion for spreading the message of financial literacy, especially to young people. I consider it my legacy; in other words, it's my "why." Because I have a clear sense of my own purpose, it's paramount that I learn what matters to you and – most importantly – why. I use an established process to build customized strategies to help you achieve your goals, and I will partner with you every step of the way to help you stay on track.

Since 2007, I have taken pleasure in genuinely connecting with people as I help them navigate the sometimes tricky and emotional world of investing. Over the years, I have formed deep, trusting relationships with my clients and it brings me a great sense of satisfaction to make such a positive impact on their lives.

I never shy away from a challenge, so I especially love working with people who have complex financial needs. I believe it's crucial to look at wealth strategies holistically, so one of the key ways I provide value to my clients is by spearheading team meetings that include their CPA and/or estate attorney so that everyone is on the same page and working together cohesively.

When I'm not providing guidance on money matters, I'm fond of spending time with my husband and our family (including our Yorkie, Sadie). I can often be found traversing glistening peaks on my snowmobile, riding my Harley, experimenting with dishes in the kitchen and dabbling in photography. Traveling internationally is also something I enjoy immensely.

I look forward to assisting you.

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Business Retirement Plans

My Personal Interests

  • Community Outreach
  • Traveling
  • Hiking
  • Scuba Diving
  • Health & Nutrition

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed
Request an Appointment

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