ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1991. I help clients succeed by listening to their financial needs and ideas, then working with them and my team of wealth specialists to establish financial goals implement them together.

I live in Phoenix. I enjoy giving back to the community and have been involved in a number of non-profit boards focused in health care and education. My college-age children are my biggest joy! In my free time, I travel, garden, and try to stay fit.

My areas of focus: Business owners, Doctors, Women

Education

  • Trinity University: Bachelor of Science, finance
  • Arizona State University: Master of Business Administration
MY OFFICE

 

16220 N Scottsdale Rd STE 200
Scottsdale, AZ 85254

advisor address map to16220 N Scottsdale Rd STE 200
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Market news

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Understanding potential tax law changes

The Biden administration and others have outlined wide-ranging proposals for legislation that would significantly overhaul current income tax policies. U.S. Bank explains how any changes could impact your own financial circumstances.

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Women, money and influence

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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.