Hi there! For more than 25 years, I've been learning everything I can about money. I use that knowledge to help others through their financial journey whether it's smooth sailing or rough waters. Think of me as a friendly expert guide, helping you know when to stay put and when to make changes. 🧭

My way of helping people invest involves a mix of strategies that are low cost, tax efficient, and do good for our planet 🌎 and people. It's about making money and making a positive difference.

Being a lifelong learner is my DNA. I love finding new ideas and viewpoints through TED Talks, podcasts, and exciting Book Club discussions. Real growth comes when we're open to learning new things. 📈

A cause close to my heart is supporting women's and girls' rights. For over 16 years, I've been involved with Soroptimist International of Chico. This group works to improve the lives of women and girls here and around the world. I'm really proud of my leadership roles and the positive impact we've made on women and girls’ lives.

When not working or volunteering, I spend time with my family and our sweet service dog, Berta. 🐕‍🦺 We love making memories, whether cooking, playing board games, or enjoying Marvel, Disney, and Pixar movies.