Professional Experience and Education
I began investing early in life with the assistance of my father and grandfather, who taught me, at the age of 12, how to manage my college savings account. From then on I have been passionate about the financial markets and have taken a vested interest in helping people understand what their financial goals are. I enjoy listening to people and leverage my experience to assist them in making the most informed financial decisions possible.
After college graduation I went to work as a hydrologist for an environment firm, but quickly realized that my passion and desire was to work for myself in the financial industry. With the encouragement of the environmental firm’s owner, who recognized my entrepreneurial spirit, I re-enrolled in school. Taking this advice, in 2003 I became an advisor and quickly grew a loyal client base that is very important to me.
Being ranked one of the top Sacramento Five Star Wealth Managers in 2013, 2014, 2015, 2016, 2017, and 2018 is a great source of pride and fills me with a huge sense of gratitude. Continuing to grow my professional accreditation, in 2006 I became an Accredited Asset Management Specialist (AAMS) and maintain that designation.
February 2016 brought the unexpected loss of my husband, making me a widow. This life changing event has provided me with incredibly personal insight in being able to assist my clients with unexpected life events.
I live in Granite Bay with my amazing daughter who brings me endless joy as we work to piece our lives back together. During the summer, our free time is spent swimming and hiking and during the winter you will find us snowboarding as much as we can.
I have been involved in the financial industry for over 15 years, starting as an intern at the Pacific Stock Exchange. During my career I have made it a point to ensure that clients are treated with the same level of respect and service that I would expect from a financial firm, paying a great deal of attention to detail and providing a personal touch.
As a mother of 5 children, family life is important to my husband and I, and we work very hard to be involved with our children’s school and outside activities. Striving to find the perfect work life balance is a challenge for any busy family, a challenge that my husband and I work very hard to accomplish.
Our Relationship with LPL
LPL Financial is one of the leading financial services companies and the largest independent broker/dealer in the nation*.
LPL Financial understands that providing Americans with unbiased investment advice is critical to their financial security. Because the firm has no proprietary products to sell, LPL Financial advisors can provide truly unbiased, conflict-free advice and investment recommendations.
Thousands of financial advisors nationwide rely on LPL Financial to help meet their clients' financial needs. They do so by using the firm's tools and resources that help them discover their clients' priorities, dreams, and passions; analyze and develop financial plans that support every stage of their clients' lives; and make product recommendations that put clients on the path to pursuing their goals.
*As reported in Financial Planning Magazine, 1996-2015, based on total revenue.
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