I am part of the Operations & Client Services team at Salient Wealth Planning, where my primary responsibilities include handling client service, office management, and operations. With over 8 years of experience in the financial services industry, I have honed my skills and obtained my Series 7 securities license in 2019. My motivation comes from helping clients and ensuring their satisfaction with the excellent service we provide. Working with our wonderful clients and being part of a small, dedicated team is what I enjoy most about my job.
I believe the greatest values I can offer our clients are security and trust, ensuring that our team is always working in their best interest. It's fascinating to see the immense trust our clients place in their advisors, often reaching out to us with matters that might be outside our purview but trusting us to provide referrals when possible.
Originally from Stonyford, CA, I now reside in San Diego with my loving partner of 8 years, our two children, a lively pack of three dogs, and one cat who is the youngest of our "fur" babies. Outside of the office, I am deeply involved with the Chhé'ee Fókaa Band of Northeastern Pomo Non-Profit, where I serve as the treasurer on the board. My passion lies with my Native American Tribe, the Chhé'ee Fókaa (Salt People) Band of Northeastern Pomo in Stonyford. We have been working tirelessly to have a few acres of land, where 20 of our ancestors, including my great, great, great grandmother, are buried, donated back to our tribe. This land also holds the site of our historic Round House, once the largest in California with three stories. Preserving and protecting this piece of our original land has been a labor of love for our family.
In my free time, I enjoy working on tribal matters with my family, beading, crocheting, and spending time in nature. These hobbies keep me grounded and connected to my heritage, and I cherish every moment I can dedicate to them.