I am committed to providing exceptional customer service. I take pride in helping clients navigate their financial goals with personalized, easy-to-understand guidance. I am focused on building lasting relationships through trust, transparency, and attentive support. My goal is to make every client feel confident and supported in every step of their financial journey. I am proud to be part of a team that truly cares for their clients and strives to only provide the best service possible.
Credentials, Experience & Education
- CERTIFIED FINANCIAL PLANNER® Professional
- Chartered Financial Consultant®
- Financial Paraplanner Qualified Professional™
- Securities Industry Essentials® Exam
- Bachelor of Science, Business Administration - Western Governors University
- Associates in Liberal Arts - Pima Community College
- 5+ years of customer service experience
Role within Aspire Wealth Partners
- Paraplanner
- Manage client requests
- Account maintenance processing
- Advisor support
Personal Interests
- Mom to one boy
- Born in Washington State, raised in Arizona
- Exercise/Fitness
- Sports Events & Concerts
- Travel