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.
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.