Growing up in a middle-class family, where every dollar was carefully accounted for, taught me the true value of hard work and financial security. Those early lessons have been my guiding principles throughout my career. With an educational bachelor’s degree from Eastern Washington University, an MBA from Eastern Washington and several years in the financial industry, I’m not just here to manage money—I’m here to help educate people to build the life they dream of.
We work with mid-career professionals, small business owners and families who are actively planning for major milestones such as retirement, sending children to college or major life goals. Our ideal clients are individuals who are looking for personalized strategies to grow and safeguard their wealth. We particularly enjoy helping business owners tackle complex challenges like succession planning, tax-efficient growth strategies and aligning their personal and business finances. My clients value a collaborative, proactive financial advisor who can simplify the complexities of finance and help them achieve their long-term goals.
As a mother of three, it is my privilege to help the community invest in causes and projects that will create a lasting impact on future generations. My family and I relocated to the Santa Cruz area, so we could best enjoy our favorite outdoor activities year-round. We are immersed in local youth athletics and enjoy being fans of the many sports teams in our area.
I know that behind every investment is a story, a hope and a purpose. To me, this is more than a career; it’s a way to honor the values I was raised with and make a difference for people like you. Let’s build your dreams together, with trust, respect and a commitment to your future.
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