Advisor profile

What you can expect when you work with me

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.

Get started
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Estate Planning Strategies



Community participation

On National Service day, we held a food drive to benefit Second Harvest Food Bank.

Sandi and I agreed to get "locked up" to raise money for MDA/ALS in November. Together we raised $1200! Check out our pictures under photos.

We had a Christmas Open House/Client Appreciation event in December to raise money for children's cancer research. We donated the proceeds to CureSearch. Lots of fun for a great cause! Check out our pictures under photos.

We continue to look for ways to assist our community and will post future community events.


One of my proudest roles is being a Mom and this past year has been full of excitement! My son Austin Beck graduated from high school in June and was selected in the 2017 first round of the Major League Baseball draft by the Oakland Athletics. He is most excited that this platform has allowed him to give back to the community as we recently visited patients at Brenner's Childrens Hospital where the proceeds from his baseball bat sales through Anchor Bat Co. will be donated to help with children's cancer research. I could not be more proud of him reaching his goals and understanding the importance of giving back to others!