Building long term professional relationships with my clients has been the most rewarding aspect of my career. With over 29 years of financial services experience, I am dedicated to helping them navigate through their life stages.
I enjoy collaborating with my clients during the planning process. Our goal is always to implement personal investment strategies that enable them to successfully accumulate, protect and transfer wealth.
My career as a Financial Advisor began with Marketing One Securities in 1992. I currently hold Series 7 and Series 65/66 Security Licenses as well as Life, Health and Disability Insurance Licenses. After studying business management at the University of Houston, I worked at Texas Commerce Bank before moving to Northern California to work for the Bank of the West.
I am a past Board Member of the American Red Cross in Midland, MI. I am also a graduate of the Leadership Midland Program class of 2000 and a current member of the Leadership Midland Alumni Association. I have been active in many local school programs, as well as my children’s multiple sports, clubs and activities.
My husband Clay and I have 3 wonderful children, a dog and two cats. In addition to spending time with our family and friends, we enjoy boating, traveling, cooking, playing cards, reading and riding in our 1969 convertible. We are loyal New England Patriots football fans and travel each year to see them play. We are proud new grandparents to a baby boy. It is an exciting time for our family
CA Ins. License #OA20967