I joined Raymond James in 2019. Previously, I was a financial advisor with Merrill Lynch. Earlier in my career, I was the director of student services for the University of Phoenix. I earned a bachelor’s degree in sociology from Arizona State University and an MBA from the University of Phoenix.
In my first career, I learned how to be a leader with kindness. This is my second career and one where I feel very fortunate to be working with my dad. I truly believe in what we do for people because I have seen the profound difference consistent guidance and partnership can have on someone’s life. I love getting to know people and uncovering their stories. This is my sociology background coming out and is so helpful in building relationships and plans that resonate with people.
I am the oldest of three kids and I grew up in Southern California. I have always been strong-willed and will stand up for things I believe in. Growing up, I excelled at softball. Being on a team for the majority of my life has taught me that anything is possible when you are able to agree on and commit to a common goal. From an early age, I understood the connection between hard work and positive outcomes.
Over the years, I’ve also learned to just be the person I want to be and not struggle against it. I’m self-reliant and self-aware. I strive to lead and inspire others. I’ve learned that simple acts like walking with my head up high, smiling and connecting with others can make their day.
Being a mom of three has taught me that life can be unpredictable and the art of flexibility is essential. I want my kids to know the importance of focus, while also appreciating and adapting to life’s many and sometimes unexpected adventures.
Having a plan is important; however, my greatest lessons have come from how I have responded to the curveballs life has thrown my way. This is the same approach I take when cultivating relationships with clients and supporting them while working toward their goals.
I live in Poway, California, with my husband, Max. We have three children, Tucker, Brooks and Berklee. On weekends, you will find us on a baseball field with the boys or a soccer field with our daughter. We enjoy spending family time on the beach and hiking the White Mountains in Arizona during the summer.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.