Biography

As a Senior Vice President - Investments and Senior Financial Advisor, I bring over 20 years of experience in the financial services industry. I have built a successful career holding roles at Citibank, Wells Fargo Bank, and JP Morgan Securities. Since joining Wells Fargo Advisors in 2014, I have established myself as a trusted Financial Advisor, developing a client-centric practice dedicated to helping clients achieve financial security and long-term investment success.

I am a graduate of Westmont College with a Bachelor of Science in Kinesiology. In addition, I hold FINRA Series 7, Series 66, and Life & Health Insurance licenses.

My journey into financial services was sparked by my personal commitment to securing my own financial future, which quickly grew into a passion for guiding others toward the same goal.

I am known for providing clear communication and personalized approach to wealth planning. I specialize in comprehensive strategies that encompass estate planning, tax-efficient investing, business succession, and philanthropic giving. I work closely with multi-generational families and business owners, often collaborating with their legal and tax advisors, as well as the Wells Fargo Centers of Excellence, to develop customized tax strategies. These strategies explore various tax structures, including charitable giving, to potentially reduce overall tax burdens while supporting long-term financial success.

Clients value my ability to simplify complex financial matters, empowering them to make informed decisions with confidence. My straightforward, educational approach, combined with a focus on long-term planning, has helped me build lasting relationships rooted in trust, consistency, and tangible results.

A Santa Barbara native, I enjoy a vibrant life outside of work. I live with my husband, Benjamin Spencer, and our two beloved dogs, Snoop and Ozzie. In my free time, I enjoy listening to live music, classic cars, sports, and spending quality moments with family and friends.

California Insurance License # 0E84541 Resident State: CA