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
16
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Divorce Financial Planning
  • Women's Financial Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CDFA® Certified Divorce Financial Analyst®

Education

  • Northwestern State University of Louisiana - Magna Cum Laude with BS Degree
  • Sierra College - Rocklin, CA/ BA & AA Degrees

Community participation

I am on the board of Eddy House. The mission of Eddy House is to promote self-sufficiency and empowerment to homeless, runaway, foster and other at-risk youth under the age of 24, by providing safety, basic needs, and access to community resources in Northern Nevada. I also work with local Veterans by supporting and volunteering my time with the Veterans Guest House. I also spend some time volunteering with STEP2, which is a program that helps women with substance abuse problems.

Interests

When I have down time I love to golf, read, attend the theater, travel (especially to Disneyland with my son!) and visit with friends and family.