I started my business in 2007, so the financial crisis was my “on the job” training. It really shaped how I plan, along with my upbringing. Both of my parents were small business owners, so I learned early on how important it is to help other business owners develop a plan that not only helps their family, but their employees as well. I believe that small businesses and their hard-working employees are the engine of our economy.

I love what I do – I get to work on solving financial puzzles and help people put a plan in place. I have become addicted to the moment when a client realizes they have the funds to move forward in their dream.

I am married to the greatest partner a human could ever ask for. My husband, Sheldon and I, have been together for a long time now. We were fortunate to meet young. He is my best friend, the funniest man I know, my biggest supporter, and best adventure partner. We have a small piece of land we really love in rural Arizona and surround ourselves with four legged and feathered critters. When not working I love being outdoors, hiking with my pups, seeing friends and family, reading, baking, and gardening.