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
43
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
  • Business Retirement Plans
  • Retirement Income Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Divorce Financial Planning
  • Estate Planning Strategies
  • Investments

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science Degree, Biological Sciences, 1997 California State University Hayward

Previous experience

  • Fiduciary Specialist, Wells Fargo Wealth Management, Reno, NV, 2012-2014
  • Private Banker, Wells Fargo Wealth Management, Incline Village, NV, 2006-2012
  • Manager, Wells Fargo Home Mortgage, Elk Gove, Brentwood, Fremont, 2000-2005
  • Branch Manager, Wells Fargo Bank, San Francisco Bay Area, 1989-2000
  • Premier Banker, Wells Fargo Bank, Hayward, CA, 1988

Community participation

I am a member of the Planned Giving Round Table of Northern Nevada; The UNR Advisory Council for Planned Giving. I have volunteered with many organizations including Habitat for Humanity; Junior Achievement; AQHA, APHA, and PCCHA.

Interests

My current interests and hobbies include family time, enjoying the outdoors, traveling, competing with my cutting horse, Spade in Western Nevada Cutting Horse Club, and NCHA shows. My husband Steve and I are home winemakers and have a small vineyard (80 vines) in Reno. I have golfed with a few area golf leagues including the Mountain Niners Women's Golf league in Incline Village, and the Senior Women's Golf League and Somersett. I have been involved in raising and showing quarter horses and paint horses for many years.