I help people build wealth and save money on taxes throughout their lives by implementing tax efficient strategies. We also put protection in place to protect their assets, businesses, income and their families from life’s uncertainties.
Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
1. Do you have protection in place to protect your income & family if something happens to you?
2. Do you have a Traditional IRA or 401k from a previous employer?
3. Would it be helpful to have someone provide education around financial planning, and help you find clarity and confidence by creating a financial plan with you?
4. Would you like to create a plan to decrease the amount of taxes you pay throughout your life?
About me
I worked in hospitality for 20 years in Las Vegas. I was physically and emotionally burnt out and decided to transition into a career in finance. Shortly after I went back to school, I met someone who was a financial advisor with Thrivent. He was wonderful to work with, and he saw potential in me as an advisor due to the education and passion I had developed around the subject. Within no time I was diving into my licensing exams, and then began working as an advisor with him. I find this line of work so meaningful and fulfilling. I get to come alongside my clients and help them turn anxiety and uncertainty into clarity and intention.
When I'm not working, I like to spend as much time outdoors as possible. Anything from gardening and playing outside with my dog to hiking and camping in the wilderness. I've been snowboarding for over 20 years and absolutely love to get out into the snow. I'm a big foodie and love to try new things. I also love art and the theater and go see shows whenever I can.