As a financial advisor, with 28 years of experience, I manage investment portfolios, we do comprehensive financial planning, retirement planning, college planning, wealth accumulation planning.
I can't imagine doing anything else because I love working with our clients and helping them pursue their financial goals. Our clients become friends and extended family. My job is all about client service. Always being honest, trustworthy, and having the highest integrity. My motto is that "God takes care of those, who take care of others", the Golden Rule "Treat others the way you want to be treated" and "Pay it forward and help others in need".
I grew up in California and stayed there to attend California State Polytechnical University - Pomona for my bachelor’s degree in Finance, Real Estate, and Law, and my associate’s degree in Business from Chaffey College. I also earned my master's degree in Financial Planning from the College of Financial Planning.
In 2003, I married Charlie and we began our family together. We moved to Coeur d'Alene, Idaho in 2008 where we raised our children, Joey and Alyssa. We have a great quality of life here in North Idaho. We love the summers for boating on the lake. We are very involved in many charitable nonprofits in our community.
We have a passion to travel the world and our family loves to go scuba diving in the Caribbean. When we are not traveling we spend time on our pontoon boat out on the many lakes nearby us. I am proud of my family’s community involvement, as well. We are very involved with Idaho Youth Ranch nonprofit agency and Genesis Preparatory Academy High School and volunteer at charity events in our community.