Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Business Retirement Plans
  • Retirement Planning Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Intergenerational Planning
  • Financial Strategies for LGBTQ Couples and Families
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Western Michigan University- B.S.

Interests

I love living in Northern Nevada! There is never a shortage of things to keep me busy. I love to camp, hike and kayak. I also enjoy have a great glass of wine watching the fantastic Nevada sunsets. I am always striving to improve my golf game... which is still not going very well. I have a teenage daughter that is the light of my life, I try to enjoy every minute. All too soon, she will be headed off to college. I have a big stinky mastiff named Kramer who is my buddy and I should mention my husband Steve. He is the smartest person I know.... I moved here from the Midwest in 1996, I have found my home here.

Community participation

I have been a Rotarian for 11 years, serving my community is so important to me and my family. I have been involved with F.I.S.H. (Friends in Service Helping) for many years, helping to raise funds for food, housing and essentials for the homeless and underserved in my community. Education is so important for everyone to have access to, I have been involved on many levels with Western Nevada College over the last eight years. The college has come a long way creating scholarships and programs to make achieving a degree available to everyone.