Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
5
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Cash Flow Management Strategies
  • Intergenerational Planning
  • Family Finances
  • Sustainable and Responsible Investing
  • Small Business

Qualifications

  • BFA™ Behavioral Financial Advisor™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Cal State University Chico, Bachelor of Science in Animal Science 2014

Interests

  • I am an avid reader and writer. I enjoy writing and illustrating children's books on endangered species.
  • Spending time with family and friends while relaxing or engaging in a physical activity.
  • Playing with and walking my two fur babies Waylon & Willie