I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.
I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.
- I enjoy spending time with my husband Shad and two boys, Jake & Cruz.
- Shad and I have a love for food and wine and enjoy hosting our friends at our home.
- I have a passion for photography and DIY projects around our home.
- Family Finances
- Wealth Preservation Strategies
- Domestic Partner Planning
- Social Security Retirement Benefits
- Investment Management
- Saving for Education
- Retirement Plan Distribution
- Women's Financial Strategies
- Intergenerational Planning
- Retirement Income Strategies
- Executive Certificate, Financial Planning, Pepperdine University
- Bachelor of Science, Managerial Economics, University of California, Davis