Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Insurance
  • Retirement Income Strategies
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Master of Science, Human Resources Development & Management, Chapman College
  • Bachelor of Arts, Public Administration, University of California, Riverside
  • Associate in Arts, Sociology, Riverside City College

Interests

Faith, Family Happiness, Growth, Wisdom, Quality of Life

  • Making new memories with my Husband and Mom
  • Traveling in our motor home, boating, Jeeping, biking all across the US

"Quality growth with wings of faith"

Community participation

  • Soroptimist International, member since 1992
  • TRIAD (Quality of Life for Seniors), Douglas County Chapter - Charter Member, President , 1997-2010
  • Douglas County Leadership
  • Carson Valley Chamber of Commerce
  • Genoa Community Church

Awards & recognition

  • Ameriprise Circle of Success, 2007