I am a wife, mom, daughter, mother-in-law, small business owner, homeowner, landlord, runner, skier, homeschooler, and family CEO through a dozen military moves from California to Vermont, Kansas to North Dakota.  Coffee is my BFF.

I first began exploring financial planning over 25 years ago to serve my family and community.  The advice and recommendations I make to you will be given with the same care and consideration as those for my own family and friends.

It’s what the financial industry calls being a “fiduciary” —  your best interests come first, always.

The plan we develop will be tailored to your financial goals, not to a product I sell (because I do not sell any) or to a commission I receive (none!).  I want to help you make well-informed decisions about the services and products you actually need, from life insurance to investments to retirement plans.  My end goal is saving you money and growing your assets in a way that lets you sleep at night.

Since my clients’ interests come first, I have dedicated the last ten years to earning the industry’s best personal finance certifications: first as an Accredited Financial Counselor (AFC®) and soon-to-be a Certified Financial Planner (CFP®).  I am a proud member of the organizations listed below, whose missions align with my goals in working with you.  Check them out!

 

 

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