Growing up in a smalltown school fieldtrip day was undoubtably the most exciting day of the year. We got to ride a big yellow bus, pack a lunch, and forego the normal school day monotony. During 2nd grade it was customary to visit the local bank for a behind the scenes look – we toured the vault, spoke to tellers, and were each handed a compound interest chart. Many of those charts became paper airplanes on the bus ride back to school, not mine. It was taped proudly on our family’s refrigerator for the next 20 years. I looked at with awe throughout my childhood. It is what started my fascination with investing and wealth creation.
This fascination has only increased throughout the years. Watching clients live their dreams and helping them navigate the journey brings me great joy. Quite simply, I love being a wealth advisor. I am a lifelong learner and put constant effort into mastering strategies that I can use with my clients to better their financial wellbeing. The world of finance is fast-paced and constantly evolving, finding the balance between fundamentals and current trends is where I excel.
Education: Bachelor’s degree from UNLV, Master of Business Administration from UNLV
Credentials: CERTIFIED FINANCIAL PLANNER™ professional
Life outside of work: Kid and husband wrangler, dachshund tamer, National Park junkie, tea connoisseur, and Vegas Golden Knights super fan.
Currently reading: How to host a Viking Funeral.
Just one of my favorite quotes: “No one can make you feel inferior without your consent.” – Eleanor Roosevelt
