I began my investment career in 2004 with Johnston Financial Group, where I had the privilege of serving under a veteran advisor whose love for people, fun, and ethical approach showed me that being a good advisor was about relationships, not just numbers. This ideal became my guiding light, teaching me that financial planning is deeply personal work.
A few years later, joining CUE Financial Group, we found like-minded, kindred advisors and a wonderful work family. Succeeding my mentor in 2009, I became a Certified Financial Planner® professional, which opened my eyes to the power of the full planning process. I strengthened my comprehensive planning process, guiding clients to help find their financial balance, relieve some of their stress, and give them the freedom to enjoy the people and activities they love most.
Continuing my educational journey, I acquired my Kingdom Advisor Certification, which allows me to fulfill my passion for incorporating a client's heart values into their financial lives. This certification deepened my understanding of how money intersects with what matters most to people.
I am deeply motivated when clients report that I've helped relieve their stress and brought more joy to their lives. I find tremendous satisfaction in watching a client's plan take root and create the security and flexibility that will carry them through life with less financial worry. Seeing money work as a tool for my clients rather than a source of anxiety is incredibly exciting to me.
I'm a spirited University of Arizona alumna who shares a "house divided" with my husband, Andrew, a Sun Devil, daughter Michaela and son Kingston (still undecided). As an Arizona native, I love hiking our beautiful desert trails, spending time with my horses, cheering my kids on at soccer games, playing piano, and reading. But mostly, I enjoy loving our busy household of two kids, two cats, three dogs, two horses, and one very supportive husband.