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
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Bachelor of Science in Business Administration, University of Arizona

Community participation

Our team supports different organizations that need assistance. This year we support the Utah Food Bank. Last year we supported Homeless/Disenfranchised Children in Utah.

Interests

  • I have a son and future daughter in law.
  • I enjoy biking, hiking, skiing, dancing, cooking, gardening, sewing, animals, beautiful landscapes, and home improvement.
  • I enjoy and support our youth: prior director of education at Computer Business College and Career Development Institute.
  • I love to build close relationships with people of many backgrounds.