As a Financial Advisor and the Director of Client Engagement at Wealth Design Group, I am motivated by helping single women and their families in my community develop and achieve financial goals that are unique to their financial picture. More specifically, I specialize in financial planning, retirement accounts and business retirement plans, gifting or giving strategies, education funding, debt management, social security income planning, and portfolio management. I constantly keep my clients’ best interests in mind when making recommendations and developing a solid financial plan for their goals and needs. I strive to be a woman's caring and knowledgeable advocate throughout the journey of reaching her own financial independence.
I have served in the financial industry since 2008. As a single mother, my own experiences led me to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. I find it fascinating when my clients share their own diverse backgrounds and stories with me and developing long-lasting relationships with them makes my desire for their success even stronger.
I currently live in Salinas with my husband, Nate, and our dog, Roxy. When I am not servicing my clients, I enjoy volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum's Garden, training dogs, exploring the outdoors, and spending time with my family.
CA life license number is 0F79096
States Approved: CA