I am a single mom, raising two boys whom I adore. I love empowering women to do for themselves within their chosen community. Doing for yourself does not mean "all by yourself". From those just beginning to more savvy investors, the journey together is fun and educational (on both sides). Getting to know each woman for their strengths, weaknesses, and passions is always fabulous. I have great respect for women in all stages of life, doing their best, living with positivity, continuously learning. We are a community. We need to act like one and support one another in moving forward.
I have always been interested in assisting individuals and business owners plan for their future. When a person’s financial world is in order, they are free to do what they do best, run their businesses and enjoy their families and friends.
I started as a Financial Consultant with Smith Barney, then moved to Wells Fargo after a few years. After growing and gaining some experience I went independent in 2007. I specialize in Business and Personal Financial Planning, including Retirement Plans, Executive Benefits, Asset Management, Alternative Investments, and Insurance.
I was born in California, but grew up in Salt Lake City, Utah. I really enjoy golfing, hiking, cycling, skiing, coaching my boys in lacrosse and whatever other activity has their interest. I always value spending time with family and friends. One of the highlights of my younger life was receiving an athletic scholarship for Women’s Volleyball to both USC and BYU. The experiences were truly rewarding.
2015-Present Youth Boys Lacrosse Coach
2017-Present Granite Elementary School Community Council
2019-2020 USC Alumni Club of Utah Co-President
2018-2019 Granite Elementary PTA Co-Treasurer
2017-2018 Granite Elementary PTA Treasurer
2016-Present Utah Nonprofit Association (UNA) – Sponsor
2015 Crestview Elementary Community Council – President
2013-2014 UNMHA – Univ. of New Mexico Hospital Alliance – Founding Board Member, Treasurer
2012-2014 CREW New Mexico Member (Commercial Real Estate Women)-Newsletter Chairperson
2011 CREW Utah – President (Commercial Real Estate Women)
2009-2010 CREW Utah – Treasurer, Vice President (Commercial Real Estate Women)
2008-2010 Tree Utah – Board President
2009 Treasurer of CREW Utah (Commercial Real Estate Women)
2009 Utah Women in Insurance and Financial Services (WIFS) – Board, Membership Chair
Western Pension & Benefit Conference – Member
National Association of Women Business Owners (NAWBO) – Member
Utah Nonprofit Association (UNA) – Member
USC Alumni Club of Utah – Founder and Past President
Utah Women’s Alliance for Building Community (UWABC) – Member, Past Treasurer
Arthritis Foundation of Utah – Past Board Member
CPFA, AIF, Series 7, 63, and 65, Life/Health Insurance License
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