It all started with my father…

who entered the financial services business in 1970. For over 49 years, my father has helped people protect their family’s well-being and achieve financial balance. In 1993, my parents opened a mortgage business to add to their successful financial planning business.

I learned much helping him run and eventually sell that business in 2010, right after the economic meltdown. Although we were able to transition successfully to the next chapter, countless financial advisors have been forced to work into their 80’s not having enough saved for retirement- and they are in the business!

Most people never achieve the money and flexibility they want or deserve. Usually, it’s simply because they do not have a good coach.

As a financial planner with many licenses and credentials, I am able to take a holistic approach to your finances and help you create a game-plan that really works- for the long haul.

I am active in industry associations, my community, & my church- having served on various boards from general board member to President.

I absolutely adore my amazing 3 kids. I love to travel and experience new things. I thank my dear God for all the ways He has blessed me.