2745 S. Alma School Rd
Chandler, AZ 85286
Toll Free: 888-566-6499
CA License #0K15497
My Community Activities
- Breast Cancer Association, Supporter
- Crones & Colitis, Supporter
- Rotary Club, Member
My Professional Approach
As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere of mutual trust, integrity and respect.
My client-first commitment to you begins by focusing on your specific needs and risk tolerance. As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture, along with your goals and dreams. Each of these steps will help us develop a personalized investment plan designed specifically for you.
Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2017 and facilitated the opening of our Chandler office. I began my financial services career in 1987 with Edward Jones. In 1999, I joined A.G. Edwards, a predecessor firm of Wells Fargo Advisors. In 2001 I became a Branch Manager and Vice President – Investments Officer.
In addition to my general, supervision and investment adviser securities licenses, I hold my ADPA® designation. An active member of my community, I am the past President of the American Business Women’s Association and past secretary of the Chandler Rotary Cub. Currently I am an active member of the Chandler Horizon Rotary Club.
Outside of work, I like to spend time with my husband, Jeff, a Network Engineer, our dog, Bella, and two cats, Benton and Kate. Jeff and I like to stay active physically by regularly doing Bikram yoga and spending time outdoors. We enjoy cooking and travel— especially when combining the two. Originally from Montana, I often travel to Glacier Park to visit family and friends. My other hobbies include hiking, running and playing golf. In addition, I’m an avid Arizona Diamondbacks baseball fan.
Areas of Concentration
- Asset Allocation
- Business Owner Services
- Education Planning Strategies
- Estate Planning Strategies
- Financial Planning Strategies
- Investment Strategies
- Portfolio Management
- Retirement Planning Strategies
- Wealth Management
What is an ADPA®? An ACCREDITED DOMESTIC PARTNERSHIP ADVISORSM, or ADPA®, designation from the College for Financial Planning indicates that the holder has completed a course of study that addresses wealth transfers, federal taxation, retirement planning, and planning for financial and medical end-of-life needs for domestic partners. Additionally, individuals must pass an end-of-course examination, agree to adhere to standards of professional conduct, are subject to a disciplinary process and must complete 16 hours of continuing education training every two years.