Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Interests

  • I most enjoy spending time with my family - we like to hike, bike, camp and take road trips.
  • Being a mountain girl at heart, my most beloved places to visit are in our local Sierra Nevadas, Yosemite National Park and the beautiful stateS of Montana and Idaho.
  • My other hobbies include cooking, concerts/music, singing, running, yoga and swimming.

Awards & recognition

  • Five Star Wealth Manager, 2019, 2021
  • Gilmore & Romines, Ameriprise Client Experience Award, 2021