I am a wife, mom, grandma, 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 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!