My entrepreneurial spirit began at a young age as I struggled to ride my first horse.  I was committed to becoming a better rider and at age 12 started cleaning stalls to pay for riding lessons.  As my riding skills grew, I began purchasing horses to train.  After they had more experience being ridden, I would rehome them to loving families.  It was hard work, but I learned valuable skills such as money management, negotiating sales from a buyer and seller’s perspective, the value of being honest, and how to recognize a cowboy who did not know anything.

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A friend saw my industrious nature and recommended the book “Rich Dad Poor Dad.” It changed my view on money forever. In college, I started researching ways to invest in real estate and quickly realized that you do not need money to make money.  You need access to capital which is the world of finance. I was already a business major and chose to finish my bachelor's degree in Finance.

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I was one of the few women in my graduating class and one of the most outgoing. The world of finance can be complex and I have learned to sort through the nonsense to find strategies worth pursuing.  Working with money requires asking important questions and thinking critically.  The phrase “you can’t get something for nothing” is true when evaluating risk and reward opportunities.  It is not about which investments are right or wrong, it is about weighing pros and cons for your needs. Too often you meet a salesman who calls himself an advisor, but they are a one-trick pony. I am a fully licensed advisor who can work with many types of investments.

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I never planned on being a financial advisor. I was going to be a large animal veterinarian like every little girl...until I gave a horse a shot and fainted. How embarrassing! I still struggle to give my horses annual vaccines, but it is much easier now. I was recruited by Merrill Lynch a year before graduating and spent very little time in corporate America before pursuing my own business to control how I served my clients.

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Your path to retirement is different from your neighbors and your choices are endless which can lead to more confusion. You only get one shot at retirement. We will discuss your financial goals and experiences with money to create a plan that fits your lifestyle so you can sleep at night. Partner with me as you prepare for and live your golden years.

When I am not in the office, I enjoy riding our horses at Folsom Lake, competing at horse shows, traveling as much as I dare, taking motorcycle road trips with my husband, and doing projects around our small property. The money I made from training horses as a young woman was used for a down payment on our current Newcastle ranch.

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Money is not the answer to life, but it sure makes things easier.

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Licenses: Series 7*, Series 66*, and Life Insurance.