As a former educator, it is my passion to help others learn and grow when it comes to understanding their finances. I am highly organized and enjoy the opportunity to present information in a clear, concise, and relatable manner. Relationship building is of utmost importance to me, and it is my belief that sharing a mutual trust and appreciation with my clients is the foundation for any service that I provide. The confidence that clients place in me to walk alongside them through their financial journeys is not something that I take lightly, and it is an honor for me to support them and their families on the path to a well-planned and confident financial future. It is important to me to help clients have a foundational understanding of how their finances are managed and put them in a place that is in line with their goals.
To me, regular communication is the cornerstone of understanding and I strive to stay familiar with what is going on in the lives of my clients and their families. I believe the best financial advice can only come from knowing the “big picture,” so to speak, and for this reason relationship is key. As a Chico, CA native, I am well-connected in my community and proud to serve the families in my hometown as well as various other locations across the U.S. It is my true joy and honor to work with many wonderful families who I call friends, and I am blessed to have the opportunity to do so.
Specialties:
RETIREMENT PLANNING: Help clients with income planning through their retirement chapter. I also help with pre-retirement financial planning.
INVESTMENT PLANNING: I help develop tax efficient investment strategies specific to your own risk tolerance and goals. I monitor investments regularly and keep clients informed on performance and investment updates on a routine basis.
Certifications and Licenses:
- Holds FINRA Series 7 & 63 with LPL Financial and Series 65 with Wealthcare Advisory Partners, LLC
- CA Insurance LIC #0M26353
- Licensed to work in CA, OR, WA, UT, ID, IN, MT, NV, CO, NY
Education:
Lee University Cleveland, TN
Master of Arts in Teaching
Lee University Cleveland, TN
Bachelor of Arts in English and Spanish
Hobbies:
I have always loved playing sports, particularly volleyball and softball. I also enjoy walking and spending time outdoors. My husband and I stay busy supporting our blended family of 8, going back and forth to school events, soccer and volleyball games, you name it—there is never a dull moment in our family! We love camping with friends and family, hosting family dinners, and snuggling up for family movie nights on the weekends. In my free time, I also love to spend time with my friends. Whether it’s a quiet evening catching up on our lives, a lunch date or a lively bunco night, I am fortunate to share my life and story with some truly amazing women. I love my community and enjoy staying connected through the lives of my kids and their schools. I am also passionate about supporting Feed My Starving Children, an amazing organization dedicated to ending world hunger.
Tracking #1-381277