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Here to act in your best interests
I am passionate about helping clients achieve the peace of mind that comes along with having financial security, while being mindful of their personal circumstances. I love getting to know my clients and being a resource for them when they have questions about any aspects of their lives that has a dollar sign. When I am not helping clients, I am living life to its fullest: traveling, reading, writing and trying to make my kids and granddaughter laugh.
Bachelor of Science, Western Governors University
Visit one of our Locations
Sacramento I - Roseville (East)
2901 Douglas Blvd
Roseville, CA 95661
Sacramento - Elk Grove (Appt Only)
9245 Laguna Springs Drive
Elk Grove, CA 95758
Working with us
The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of insight as well as our client service associates who can provide you with additional resources and support.