Unfortunately, Internet Explorer is an outdated browser and we do not currently support it. To have the best browsing experience, please upgrade to Microsoft Edge, Google Chrome or Safari.
Upgrade
As a child of the depression, my mom was smart, and frugal when necessary. She and my father built a successful business and watching her make financial decisions for our family was instrumental in my life. She was the guiding source of financial security for our family, and I loved learning from her.
When I became a Financial Advisor, I quickly learned that my Mom was unique.
Many women lack a voice in the process of planning for their future. As we began our conversations, they were eager to learn and be engaged but in the past, to them it felt like their voices weren't welcomed.
My true purpose as a Financial Advisor is to give every woman a strong voice in her financial future. My goal is to encourage every woman so that she can focus on living a full and rewarding live.
Someone once said, "if you love what you do, you never need to get a job," and for me, this is absolutely true. I love my career; making a difference in lives, and being a part of dreams that come true. I have generations of families that I work with, and that makes my heart full.
When I can, I am a lifelong traveler and adventurer. I've been to 45 of the 50 states, and 12 countries and counting. When I'm home in Loomis, I enjoy my garden, and Kings games!
It is my pleasure to work with our clients and the administrative details of their accounts. Usually you'll hear my voice answer the phone. I help with scheduling appointments, online account access, depositing money or making withdrawals, and all things paperwork. Getting to know you and making these aspects easy and as seamless as possible makes my job wonderful.
When I'm not at work, I'm a happy busy mom of a toddler, Kade.
