Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Small Business
  • Tax Planning Strategies
  • Investment Management
  • Retirement Planning Strategies

Awards & recognition

  • Five Star Wealth Manager, 2019, 2021-2023
  • Ameriprise Client Experience Award, 2021-2023

Interests

  • I most enjoy spending time with my family - we like to hike, bike, camp and take road trips.
  • Being a mountain girl at heart, my most beloved places to visit are in our local Sierra Nevada, Yosemite National Park and the beautiful states of Montana and Idaho.
  • My other hobbies include; cooking, concerts & music, singing, my doggies, running, yoga, and swimming.

My photos

1 albums
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