Finance & Legal Lead
I have over 18 years of experience in the field of finance and analysis. After graduating from Loyola Marymount University with a Bachelor’s degree in Economics, my career in finance began. First working in larger corporations and finally finding my place in a business that is helping people improve their lives –what a gift! Catering to individual client needs has proved to be my niche in my professional career. I take great pride in providing exceptional care of each and every client I serve.
In my free time, I’m adventuring with my two young daughters and husband –camping, boating, hiking, sledding –all things outdoors!