With over 25 years of experience, I know that helping my clients is about more than selecting investments –it’s helping them live well today while planning for their future.    I develop comprehensive investment plans tailored to help each client achieve their vision of financial success.

 

A successful plan requires a deep understanding of your financial priorities, tolerance for market ups and downs, income needs, cash flow and debt, insurance coverage, tax status, and estate planning needs. I will take the time to understand what you have in place today so that we can build and implement an intuitive plan to keep you on track. I’ll monitor your plan regularly and as your life circumstances or goals change, we’ll make adjustments as appropriate.

 

My clients rely on me for help with all their major financial needs. Whether you are focused on retirement planning, college planning, wealth preservation, or charitable giving strategies, I can help.

 

I earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation from the College for Financial Planning. I earned my Master’s degree in Business from Golden Gate University and a Bachelor’s degree in Business Administration from California State University, Chico. My financial industry credentials include the Series 7, Series 31, Series 63, and Series 65 registrations.  I’m also licensed to offer life insurance and long-term care insurance in several states.

 
Active in the community, I served for 12 years on the board of Eskaton including as Chair. In my free time, I enjoy golfing, bike riding, cooking, and reading. My husband Kirk and I reside in Gold River and have 2 sons, Jonathan, and Matthew.