I was born and raised in Phoenix, Arizona, and graduated from the University of Phoenix with a bachelor’s degree in business administration. I worked over 20 years in the credit union industry with most of my career being spent in finance. What I found most satisfying while working in consumer lending was the gratification of helping others achieve their financial goals. My many years of customer service experience led me to Money Wise Retirement Planning as the new account specialist which then allowed me to obtain my series 65 license as an investment adviser representative. I enjoy meeting and working with our clients to help them plan for their financial future.
In my time away from the office, I enjoy traveling, spending time with my family, reading, cooking, and watching my daughter play club volleyball.