After spending nearly 15 years in wellness coaching, I joined PalomarWealth in January 2020. I quickly realized that I could amplify my passion for personal finance by educating myself to benefit others. As an advisor, my primary mission is to partner with clients to define and prioritize their goals into actionable, achievable steps.
I have earned my ChFC® designation and am a Candidate for CFP® certification. Enthusiastically devoted to financial literacy, I volunteer as a member of the AFE (Associate of Financial Educators) and coordinate Financial Peace University courses at my home church. When I am not in the office creating unique financial plans for clients, my family creates memories by road-tripping. Over the last seven years, we have explored 16 national parks!
My favorite Bible verse is Philippians 4:6-7, it serves as a reminder to always trust that God will provide. ~Do not be anxious about anything, but in every situation, by prayer and petition, with thanksgiving, present your requests to God. And the peace of God, which transcends all understanding, will guard your hearts and your minds in Christ Jesus.
- B.S.,Illinois State University
- Series 65 License
- Chartered Financial Consultant, ChFC®
- Member of PalomarWealth Investment Committee
- Member of PalomarWealth Philanthropic Committee
- President, Concordia Lutheran School Band Parents Organization
- Board Member, Trinity Lutheran Church Discipleship Board