I am a wife, mom, grandma, small business owner, homeowner, landlord, runner, 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 (I don’t 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 helping you save 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 then 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!