A trusted and seasoned financial professional, I am dedicated to helping you boldly navigate the financial decisions you face. I enjoy diving into the details and the numbers and seek to help you have a thriving financial life. After working as a financial advisor for more than 15 years, I obtained the CERTIFIED FINANCIAL PLANNER™ professional designation in 2008. I received my M.B.A. in Financial Planning from California Lutheran University in 2016. Some of our clients have been with us for 20+ years and for that I am very grateful.
A little bit more about me:
Why I do what I do:
I enjoy being a blessing to our clients by helping them make the right financial decisions. It’s wonderful to see clients understand the truth about their finances and some of the nuances of the financial advisory world.
What I enjoy outside of my career:
I love playing golf with my son Luke and other friends when there is some healthy competition going on! I love to cook after work and enjoy sharing a great meal with my family and discussing how our days went and encouraging one another. I also enjoy working out with my family and seeing family and friends achieve things that are hard to do.
My dream vacation:
To a lake house in the mountains with access to a boat, in Georgia, the Carolinas, or Michigan – any of these would be awesome. There would be family and friends, lots of good food and sports activities like golf, water skiing (even though I have never done it), swimming, diving into the lake, board games and long walks after dinner.