I am the Advisor who makes you wiser. My mission is to educate and help my clients understand what is going on in their financial world. Why is it that no one typically teaches us about money and finance but we are left to our own devices to figure it out? I am here to calm your fears, take away the worry in your life around money and learn how to best treat it. We will most certainly laugh and have fun along the way!
At a young age I was passionate to teach others about investing and when the Roth IRA came out, I was telling everyone in my family it was the best thing since sliced bread! After years of following the market, in Junior High my parents bought my first mutual fund investments for me and I've never looked back. It brings me great joy and happiness to share my knowledge with others.
My clients are like family to me. I will take care of you how I would take care of my own family. I thrive on building relationships and have a burning passion for connecting people. More than once I've heard from a new client, "I feel like I've known you for years, you are so easy to talk to!" You know you'll be L.O.V.E.D. when we work together because I am Loving, Obsessed with your well-being, Vivacious, Excitable, & Dazzling. I enjoy taking care of all sweet humans, but there is a special place in my heart for those who have served in the Air Force and for Federal Employees. I specialize in explaining those unique government benefits you have and, in plain English, telling you what happens to them when you retire!
I might be the right advisor for you if you…
- Can recite the words to any 80s song
- Love playing golf and skiing in the same day (aka The Ski & Tee)
- Enjoy shaking your Groove Thang
- Have ever had anything to do with the Air Force or Fighter Jets
- Are a Federal Employee
EDUCATION & LICENSES
- Bachelor of Business in Marketing
- FINRA Series 6, 63, 65 Securities Registrations
- State Life, Health and Long-Term Care Insurance Licenses