Who I Am

I’ve been a financial planner for successful entrepreneurs for nearly two decades. I have degrees in Accounting and Management Information Systems from the University of Nevada, Las Vegas.

  • Certified Financial Planner™

  • Certified Relational Wealth Advisor®

  • Certified Kingdom Advisor®

  • 21/64 Certified Advisor

  • Certified Breakthrough Coach

What I Do

I help successful families achieve significance beyond business, by building a strong relational foundation that ensures their values will be passed down alongside their wealth. Creating a purposeful legacy with multi-generational impact and a heart of generosity.

How I Got Here

I was born and raised in Las Vegas, where I was very active in sports. I competed at the national inline speed skating competition in Buffalo, NY when I was fourteen. Also played competitive soccer throughout college.

My first job was at a local frozen yogurt shop. I was so good at serving yogurt that another local business lured me away with a higher offer (an additional $.50 an hour). From an early age, my dad always taught me the value of hard work and saving. When I was eighteen, he gave me two choices: pay rent or start contributing to an IRA. It didn’t take a CFP to make that decision. I chose the IRA and have been saving and investing ever since.

In college, I combined my work ethic with a healthy dose of nepotism (thanks, big bro!) to land jobs with a number of celebrity chefs: Emeril Lagasse, Wolfgang Puck, and Roy Yamaguchi. So, lucky for me, I was never the struggling college student. In fact, I was able to buy my first house and my first rental property while still in college.

After college, I used the poor man’s version of a career coach, a book called The Top 300 Jobs in America. I came to the pages on being a financial advisor and immediately knew that was what I wanted to do. I feel blessed to be able to wake up every day and help my clients navigate through life’s financial maze and allow them to achieve peace of mind. I am truly grateful for the honor of being my clients’ trusted advisor.

Fun Facts

Movies: I love a great comedy or drama (No horror, please!)

Favorite places: A hammock on Kaanapali Beach in Maui, hanging out on the beach in Southern California, and taking Ally to the dog park

Hobbies: Pilates, and hopefully one day snowboarding again! Self-declared “Foody” and wine lover.

Community Involvement: I am 2013 Graduate of Leadership Las Vegas, active in my church and love to support women’s groups empowering women.

Home: Las Vegas with my great family, friends, and dog Ally

Inspiring Words

Creating a purposeful legacy with multi-generational impact and a heart of generosity. Planning the destination, Inspiring the journey.

Office Address

5940 S Rainbow Blvd Las Vegas, NV 89118

Phone

702-806-6720

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