Our Team

OWNER & FINANCIAL ADVISOR

I have been working in the financial services industry for over two decades. I love educating individuals and helping them see that their future can be what they want it to be with just a little planning. I strive to provide as much information as possible so that my clients can make informed, educated financial decisions that are best for themselves and their families, without overwhelming them.

I am a huge people person and the relationships I have built with my clients is what I enjoy most about my job. It's the personal side of the business, being a part of their lives and watching them achieve their financial goals, that is my passion. 

Outside of work, I'm an avid runner and a middle school cross-country and track-and-field coach. A Sacramento native, I love to explore the beauty of the Sierra Nevada mountains whenever I get a chance. I'm also a big supporter of women's professional groups. I'm an active member of Soroptimist International and a founding member of The W Source-Placer County.