Since 1989, it has been my absolute joy and privilege to assist families, couples, and independent women in gaining confidence and taking control of their personal finances through collaborative financial planning. Throughout my journey, I've had the incredible opportunity to connect with individuals from diverse backgrounds and establish meaningful relationships. I firmly believe that financial planning is not just about numbers and charts; it's about understanding your unique story and crafting a roadmap that aligns with your aspirations.
After exploring different corners of the United States, I have finally found my slice of paradise in the awe-inspiring landscapes of Lake Tahoe. It's a place I've long held close to my heart, and I feel incredibly grateful to call it home. As I settled here, I brought with me a deep-rooted passion to make a positive impact on the lives of those I serve.
My journey into the world of finance began with a BA in Economics from UCSB, which provided me with a solid foundation for my career. Over the years, I've dedicated myself to continuous professional growth, earning the esteemed CERTIFIED FINANCIAL PLANNER® certification in 1992 and Retirement Income Certified Professional™ designation in 2013. These achievements serve as a testament to my unwavering commitment to excellence in my field.
I like to say ‘I eat my own cooking’ because I use the same methods for financial planning and managing your money that I use for my own. So when we make plans together, you can feel as confident in my guidance as I do in handling my own finances.
*Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.
When I'm not working alongside my clients, you'll find me cherishing moments with my loved ones, both human and furry. My sons have now grown up and moved out into the world to begin their own journeys, and I am so thankful I could help them along their way. With my husband of over 36 years, we are taking advantage of all that Tahoe has to offer with hiking, kayaking, skiing, and now a new favorite, pickleball. With our new gourmet kitchen, I’m working on becoming a cook whose guests always want an invitation back.
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| Hiking on our wedding anniversary above Lake Tahoe. | Our three sons with the quilts I made for each. |