CA License #0K15497
MY PROFESSIONAL APPROACH
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere of trust, integrity and mutual respect.
My client-first commitment to you begins by focusing on your specific needs and risk tolerance. As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture, along with your goals and dreams. Each of these steps will help us develop an investment plan designed specifically for you.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards in 2017 and facilitated the opening of our first Chandler, Ariz. office. I began my financial services career in 1987 with Edward Jones. In 1999, I joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In 2001 I became a Branch Manager and Vice President – Investments Officer.
In addition to my general, supervision and investment adviser securities licenses, I hold my ADPA® (Accredited Domestic Partnership Advisor) designation. An active member of my community, I am a current member and past President of the Chandler Horizon Rotary Cub and past president of the East Valley American Business Women’s Association.
AWAY FROM THE OFFICE
Outside of work, I like to spend time with my husband, Jeff, who is a USTPA professional tennis teaching pro; our dog, Bella, and cat, Kate. Jeff and I like to stay active physically by regularly playing tennis, yoga, and spending time outdoors. We enjoy cooking and travel— especially when combining the two. Originally from Montana, I often travel to Glacier Park to visit family and friends. My other hobbies include hiking, running and CrossFit. In addition, I’m an active member of the Cornerstone AZ Church and an avid Arizona Diamondbacks baseball fan.
AREAS OF CONCENTRATION
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
My Community Activities
- Breast Cancer Association, Survivor
- Crohn’s & Colitis, Supporter
- Rotary Club, Member