Let's move forward. Together.

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As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I have extensive working knowledge of financial planning. I approach decision making from a risk oriented, goals based perspective. I work with corporations, corporate executives and high net worth individuals and look forward to meeting you, learning how I can assist, and earning your confidence, trust and business. As a former adjunct professor at the Community College of Southern Nevada and the continuing education division of University of Nevada, Las Vegas, I enjoy educating those that entrust me with their hard earned savings by providing time-tested sound financial advice.

CA Insurance License Number: 0A61860

• California State University, Fullerton, B.S.

• CERTIFIED FINANCIAL PLANNER®
• Portfolio Manager
• Wealth Advisor

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As a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, I am well-versed in providing guidance on retirement planning, investing, insurance, education funding, debt management and estate planning strategies.

I understand each client is different - from a new investor to one with years of experience - and I appreciate your individual circumstances. My goal is to work closely with you to better prepare you for the future you envision.

In a prior role, I functioned as a Wealth Planning Analyst at UBS. In this position I worked collaboratively with financial advisors in Nevada, Utah, Idaho and Montana offices to help clients pursue their goals through comprehensive planning.

I earned a B.S. from Purdue University and I am an Accredited Wealth Management Advisor. I hold the Series 7 and 66 securities licenses as well as life and health insurance licenses.

I reside in Henderson and enjoy cooking, fitness and spending time with my family.

CA Insurance License Number:0K96037

• Forbes Best-in-State Wealth Advisors, 2024The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.
• Forbes Top Next-Gen (Generation) Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in August based on information from a 12 month period ending in March of the award year.
• Forbes Top Women Wealth Advisors Best-in-State, 2024The Forbes rating is compiled by Shook Research and awarded annually in February based on information from a 12 month period ending September of the prior year.

• Purdue University , B.S.

• CERTIFIED FINANCIAL PLANNER®
• Accredited Wealth Management Advisor℠

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As a financial professional, I pride myself on being a comforting influence on our clients and colleagues, always going above and beyond to help with transparency and integrity. As a registered client service associate, I hold the Series 7, 63, 65 in addition to life and health insurance licenses.  Having earned my B.S. in Business Administration, Finance from the University of Nevada, Las Vegas, I am proud to call Las Vegas my home.

As a lifelong Las Vegas resident from a family of Las Vegas Strip and professional circus entertainers, I decided to forge my own path in the financial services industry, first gaining experience with ProShares ETFs in Bethesda, MD before joining UBS in 2022.  

Outside of the office, I enjoy fitness, spending time with family, playing board games, and adventuring with my husband and our black lab. 

• University of Nevada, Las Vegas, B.S.