I began my career in the financial services industry in 1981, right out of high school, when I was hired as a teller at World Savings and Loan. That institution eventually became part of Wachovia Bank and later Wells Fargo. Over time, I worked my way up the corporate ladder, ultimately serving as a District Manager. In 1998, I made the decision to transition to the investment arm of the bank—a move that aligned more closely with my passion for helping individuals plan their financial futures.
Early in my career, I discovered that truly effective financial guidance begins with understanding each person’s unique story. That insight has shaped my approach ever since. In 2009, I became an Independent Financial Advisor to create a business model built entirely around my clients’ needs and values. For me, the most fulfilling and joyful part of this work is building meaningful, lasting relationships and walking alongside clients throughout their financial journeys. There’s so much complexity in today’s financial world—I often wonder why anyone would want to face it alone.
On a personal note, 2018 marked a new chapter for my family. My husband retired from his career as an elementary school art teacher, and we relocated from Colorado to the warmer climate of California. While California is now home, I travel back to Colorado every few months and regularly connect with clients via Zoom. In today’s connected world, meaningful relationships can thrive no matter where we live—often just a phone call or video chat away.
We have two wonderful adult children who still live in Colorado. My son is an engineer for a major aerospace company, and my daughter is self-employed in the holistic health field. In fact, it was through my daughter that I met my business partner, Nick—they’ve been together since 2018 and are getting married in 2025. Soon, we’ll be a mother-in-law, son-in-law duo!
In our free time, my husband and I enjoy hiking so much that we built a trail on our own property—a personal path to the outdoors we love. Our rescue dog, Holly, never misses a chance to join us. I also find deep fulfillment in volunteering at my local church, which remains a cornerstone of my life.