I have been in the financial industry since 1992.
I established the RIA (Registered Investment Advisory) firm Abundant Wealth Strategies to demonstrate my commitment to providing the highest level of education, advice and planning for my clientele as they move through various life passages.
In my commitment to our clientele, I earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification and designation. While this encompasses many areas of financial planning and it often takes 2 years to obtain. It is utilized daily in my practice as I orchestrate and assist our clientele in planning for current needs and generations to come.
I currently serve as an investment consultant to various individuals and their businesses. Additionally, historically serving as nonprofit Treasurer and Investment Committee Chair. I started my career in Tucson, Arizona after obtaining my bachelor’s degree from the University of Arizona.
As a parent myself, I understand the rising need to assist in the financial mentorship to generations to come - a true gift.
I enjoy an active lifestyle participating in half marathons, indoor cycling, travel, and walks on the beach, all to maintain a life that is balanced and abundant.
I partnered with Abundant Wealth Strategies in 2020 to embark on a lifelong dream of blending my passion for wealth planning with empowering my clients to be financially and personally successful. It is here that I have the opportunity to collaborate with some of the best individuals and business owners to establish sound financial decisions. Together, we are building a solid foundation for the future.
I am a proud Alumni of California State University at Long Beach, where I earned my undergraduate degree with a double major in finance and international business with an emphasis in Spanish. While completing my degree, I began my career in the wealth management industry and realized my purpose for helping people achieve their dreams.
In 2019, I earned the prestigious CERTIFIED FINANCIAL PLANNER™ certification and designation to be able to further work with my clients in achieving their goals and living an abundant life. This designation takes nearly 2 years to complete with only 23% held by women, and advisors must meet rigorous education and experience requirements. Throughout the entire planning process, I employ the extensive ethics, professional standards and financial planning fundamentals with my clients.
Throughout my entire career, I have consistently delivered differentiation and a high touch service level through a comprehensive Wealth Planning approach. My expertise has been sought out by over 500 business owners nationally, to which I have consulted and mentored to build meaningful practices and better serve their clients. Additionally, I have served on boards for various nonprofit and community outreach programs, mentoring both high school and university students as well as sitting on the business development and finance committees.
Originally from Denver, I grew up in Temecula, CA, and I have lived in Huntington Beach, Santa Monica, Austin, and Spain. In 2019 my fiancé and I moved to Las Vegas to start our family and we recently had our son. We enjoy traveling, golfing, yoga, hiking with our pups, and spending time with our extensive family as well.
A long-term Nevada resident, I joined Abundant Wealth Strategies in 2011 after being employed as Vice President of Human Resources and Operations. I bring extensive experience in operations, customer service management, human resources, scheduling and administrative duties.
An avid fitness buff, I enjoy every aspect of fitness and outdoor activities and my greatest passion is spending time with my family!
I joined Abundant Wealth Strategies in 2010 to provide client services for our financial planning clientele. I am responsible for working with clients on account openings, fund transfers, and all other client servicing needs. I am credentialed with a Series 7 and 66 securities registrations with FINRA. Prior to joining Abundant Wealth Strategies, I was employed by a regional brokerage firm in Montana for many years as a registered associate.
I was originally drawn to Las Vegas to enjoy the never-ending concert and sporting events. In my free time, I enjoy competing in billiards, heading to Montana to spend time with family, spending time with my fur babies, watching the Vegas Golden Knights and attending the local/regional NASCAR race with friends.