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With over 20 years of experience working alongside Randy, I’ve built my career on helping people through their most important financial moments. I take great pride in providing friendly service—ensuring clients always feel heard and supported in their time of need. Outside of the office, you’ll find me enjoying time with my husband, Dave, and our wonderful family. Helping others, both at work and at home, brings me great joy.

As a financial planner, I want to improve the lives of my clients. Wealth management can be extremely complex and stressful; I work with people to simplify the financial planning process and bring them peace of mind.

My parents are both professors, and I am passionate about educating and empowering clients to make smart financial decisions. I continue to learn and educate myself by earning designations and certifications associated with financial planning. I am a CERTIFIED FINANCIAL PLANNER™, Chartered Financial Consultant, and Chartered Retirement Planning Counselor.

My wife and I are both local business owners. I understand the challenges and I help others maximize the financial benefits of business ownership.

I cherish spending time with my wife and daughter. I also enjoy playing tennis, surfing, and traveling with my family.

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