Life rarely moves in a straight line. My job is to help clients keep their financial life steady when everything around them is changing.
As a Financial Advisor at Finivi, I work with clients navigating some of the most consequential decisions of their lives. The years leading into retirement. The years after it. The transfer of wealth to the next generation. And the moments when life takes an unexpected turn. My focus is on clear thinking, careful planning, and a steady partnership that lasts.
I bring particular experience to clients moving through major life transitions, especially divorce, where the financial decisions made in a matter of months can shape a client’s life for decades.
My Story
I grew up in Modesto, California, in a family that valued independence, education, and the outdoors. Northern California shaped me. Annual hiking trips to Yosemite and visits to the coast led to my passion for swimming and life outdoors, and long drives through the foothills with my parents gave time for reflection. I valued hard work, becoming a lifeguard at the age of 15 and working through high school and college. After watching my mom navigate life as a single parent after divorce, I also carry the belief that women can and should be as informed and confident about money as they are about every other part of their lives.
I studied finance at California State University, Chico, and began my career in financial services in 2006. I learned early that the technical side of this work is only half of it. The other half is listening carefully to what a client is worried about, what they are trying to protect, and what they are afraid to ask. That lesson has shaped every client relationship I’ve built since.
Professional Background
I joined Finivi in 2012 and have spent more than a decade building a practice grounded in comprehensive planning and long-term relationships. As a Certified Divorce Financial Analyst (CDFA®), I bring specialized experience to clients navigating divorce. I often work alongside their attorneys and CPAs to make sense of settlement options, tax implications, and the long-term financial picture on the other side of the process.
While a significant portion of my practice is dedicated to women in transition, whether from divorce, the loss of a spouse, or a career change, I work with a broad range of clients across pre- and post-retirement planning, investment management, estate planning, and wealth transfer. Financial advice is often fragmented, with separate conversations around investments, taxes, and estate matters. I bring those pieces together into one strategy, so my clients don’t have to.
Personal Pursuits
Outside the office, I am a mom to my two children, Owen and Isla, and a wife to a husband who has learned to expect my overcommitment to activities. From volunteering on our town’s Finance Committee, serving on the board for our local Booster Club, snowboarding in the winter, to swimming as much as possible in the summer, I happily keep busy. My mom and our 4 cats round out our full household.
