Specialties
About Me
As a CFP® professional, I help successful individuals and family business owners make decisions about growing and keeping their wealth.
I focus on tax-efficient investing and personalized strategies that aim to reduce tax drag and boost after-tax returns. Whether you're selling a business, managing a large stock position, or planning for future generations, I’m here to bring clarity and confidence to your financial journey. I earned a Bachelor of Arts from the University of Nevada and hold Series 6, 7, and 63 securities licenses. In addition, I attained the Certified Financial Planner® certification in 2019, Chartered Financial Consultant® designation in 2020, and Chartered Life Underwriter® in 2022. Outside of the office, I love to spend time with family, travel, hike, try new restaurants and read. I live in Sacramento with my husband, son, and our cat sized dog.
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Interests & Hobbies
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Credentials
CFP, CLU, Ch FC
Chartered Designations
What do these credentials mean?
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Disclosures
CA Insurance Lic. #0I87200 /*********/ Stifel Financial Corp. and its affiliated companies (“Stifel”) reserve the right to retain, monitor, and reproduce all electronic communications consistent with applicable law. Stifel Financial Corp. is the parent company of Stifel, Nicolaus & Company, Incorporated, Member SIPC & NYSE. Stifel will not accept purchase or sales orders via LinkedIn, Facebook, or any electronic messaging systems. The comments, postings, or views expressed are my own and do not necessarily reflect that of Stifel. Stifel is not responsible for content posted by third parties. Statements and messages are for U.S. residents only and are subject to the following terms: www.stifel.com/disclosures.