I became a financial advisor more than three decades ago to help others make the best decisions to achieve their goals and dreams. I believe we all can create the happy and fulfilling life that we want, and I do my best to help others towards that as well. I started my career in 1986 at Waddell & Reed as a financial advisor and was in the top 1% of the company for several years before founding Financial Journey Partners in 2018. We transitioned to maximize what we could do as a team to help our clients and provide the highest value of service to our clients.
A personalized approach to wealth management guiding clients to enjoy the journey. We focus on investment management, retirement planning, tax mitigation, wealth protection and transfer, and optimizing charitable giving.
I have a passion for good government and informed voters. I volunteer regularly with League of Women voters, my church, and other nonprofits, and I truly enjoy giving back to this amazing community. I love traveling and chocolate, and then combining traveling with the chocolate. I especially love to go on cruises with my husband, Scott, who is my partner in business and life.
In 2022, I was honored to be selected by Silicon Valley Business Journal as a “Woman of Influence in Silicon Valley” and the only Wealth Manager chosen in the group. Recipient of the “Seven C’s” award from Waddell & Reed which was the highest distinction given to a Financial Advisor who exemplifies that the client is at the center of everything we do.
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