I'm passionate about helping professional women, widows, individuals, and families navigate wealth and achieve their financial goals. My specialty lies in guiding clients to create practical wealth-building plans, preparing for retirement, and preserving wealth as clients approach their golden years. My guiding principles are rooted in Biblical values, and I seek to create relationships built on trust, integrity, and respect.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I'm here to guide clients through all the financial seasons of life. I'm a firm believer in Biblical principles when it comes to money, and my approach revolves around both caring for clients and building meaningful, long-term relationships
In 2020, my husband, Erik, and I got married in my hometown, Sacramento, where we were living at the time. We moved to Colorado at the end of 2022 and we are all about hiking, cooking, exploring new cities, and taking our husky, Luna, on adventures. I earned my Bachelor of Science in Business Economics from Azusa Pacific University while participating in Women's Soccer and Track & Field.
I am a registered representative with LPL Financial (a registered broker/dealer, member FINRA/SIPC) and I hold Series 7 with LPL Financial and the Series 66 with LPL Financial and GPS Wealth Strategies Group. As a Certified Financial Planner™, I have made a commitment to the CFP Board’s ethical standards and act as a fiduciary as I deliver holistic, personalized financial advice to clients.