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Specialties
A lifelong dancer, I moved to Las Vegas after graduating from The University of Iowa to pursue a full-time dancing career.
I did that for 17 years in the US, Japan, China, Germany, and Greece. I opened my financial planning firm in 2017. My team provides a one stop shop for comprehensive financial planning. I wanted to provide busy professionals with a team of experts to address their goals and problems. I started helping my family. My parents and grandparents needed distribution planning, tax mitigation, and a way to fund long term care expenses. That led me to pursue my RICP (Retirement Income Certified Professional), and CLTC (Certified in Long Term Care) designations. As my practice grew, I wanted to expand my knowledge base. The continuing education led to earning my ChFC (Chartered Financial Consultant). It is important to me to work in a career where I make an impact. I spend time educating my clients, so they feel empowered to implement my recommendations. The people I serve best are disciplined savers, are community minded, and are decisive and accountable. Personal: I live with my husband Raul and our Yorkshire Terrier, Bear.
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Always free for clients.
ChFC, RICP, CLTC
Chartered Designations
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