I am a Financial Advisor at Salient Wealth Planning, where I've had the privilege of working for the past 15 years. My journey in the financial services industry spans over two decades, starting with a private practice in Monterey, CA, before I found my professional home here at Salient. Over the years, I've dedicated myself to continuous learning and have earned several key designations and certifications, including the Chartered Retirement Planning Counselor (CRPC™), the Retirement Income Certified Professional (RICP®), and the Accredited Portfolio Management Advisor (APMA™).
What I cherish most about my role is the opportunity to connect with my clients on a personal level. It's incredibly fulfilling to help them feel confident in their financial plans and to be a part of their journey as they achieve their goals. I am deeply invested in our clients' happiness and success, and I view our relationship as a true partnership. Being there for them as they transition through different life stages and providing the support they need is what drives me every day.
Originally from Santa Cruz, CA, I made the move to San Diego in 2010, and now I call Escondido home. I live here with my wonderful husband, Will, and our spirited Rhodesian Ridgeback, Sandy, named after the legendary Sandy Koufax. In my free time, I'm passionate about spending time with my husband, our dog, and our extended family. Our niece and nephews are incredibly special to us, and we love attending baseball games together. I also find joy in walking and hiking with Sandy, tending to my garden, and exploring new recipes in the kitchen. Cooking and baking are my creative outlets, and I truly believe that food is a form of love. The kitchen is my happy place, where I can express my affection for those I care about through delicious meals.