Meet The Team
My path to helping began in 1997 when I graduated with a B.S. in Economics (summa cum laude) from Brigham Young University. I started out as a management consultant for Deloitte Monitor, a top-tier Harvard consulting firm that helped corporations better position themselves in the marketplace. That work was interesting and analytical, but it quickly became apparent I wasn’t helping others—I was just helping Fortune 500 companies make more money.
So I walked away. I sacrificed an “Ivy League” career track to start over as a Certified Financial Planner™. I took a 70% pay cut to learn a profession that, at the time, was struggling to find its way from selling products to being a fiduciary that put client interests first. But it paid off. I started my firm in 2001 (only 27 years old and three years out of college), and all these years later I’m proud I was one of the early adopters of the fee-only model.
After raising three daughters I eventually settled in Hermosa Beach. As a child of the 80s, I always dreamed of living in Southern California, but my East coast career and family took priority. As my career evolved, so did my longing to live near the Pacific Ocean. Now I’m enjoying the life I envisioned when young—complete with surfing, cycling, ping pong tournaments, and volleyball.
Mostly, I just consider myself a real person. I’ve had triumphs and defeats, business successes and setbacks, marriages and divorces. I’m vulnerable and open. I’m empathetic, accessible, approachable. It’s these experiences that have made all the difference in understanding others and connecting with them in a genuine way.
This company I’ve built over the decades lets me work from home or anywhere with internet service. I don’t have to wear a suit and tie and pretend to be someone I’m not. No sales, no agenda, no fear. I’m lucky and grateful to serve others and positively impact lives. It remains my passion and calling. I work every day to help my clients find theirs, so they can discover personal and financial fulfillment on their terms.
Client Services Manager
When I’m not helping clients find peace and freedom in their financial lives, most of my friends can find me exploring two things: food and crafting. I’m typically the one people turn to when they a) need recommendations for the best places to eat, and b) if they need something made. Being a crafting foodie keeps me busy, especially with my kids. When not crafting our signature cheer bows, we volunteer regularly at local food pantries to help give back to the community.
Like many, I’m a single parent to two teenagers so the past few years have been spent supporting their interests. My son loves playing video games and watching anime. My daughter is a model and a contortionist, and has spent many years being an Allstar cheerleader where she’s won virtually every competitive award available. The only one she’s missing is the World Champion title, which she plans on pursuing in a few years.
To be really honest, I just like the simple things in life. I find happiness in helping clients, I find joy in my children, comfort in crafting, and I love the endless discoveries food has to offer. Whether it’s a unique Las Vegas restaurant or family day at a theme park, above all I value connection and time well spent—and can’t wait to do more of exactly that.