I am a CERTIFIED FINANCIAL PLANNER and Chartered Retirement Planning Counselor. I have over 27 years of experience in the financial services industry. Through my experience as a Financial Consultant I have come to focus on families and their wealth management needs. Seeing clients achieve their most important financial goals is truly gratifying. It provides me the motivation to continue this noble calling. I have also gained the understanding that in todays complicated world, it is my duty to bring clarity, sincerity, and integrity to my clients financial lives. Giving back to the local community is important to me. I have established a platform for local women professionals to come together to share ideas, knowledge, and opportunities. I also find pleasure in offering a lending hand to the transitional youth population of a local non-profit organization, Hathaway-Sycamores Child and Family Services. The last 25 years have blessed me with a wonderful marriage to my high school sweetheart. Eric and I have raised two beautiful children who are now young, thriving adults. As an empty nester, I enjoy spending my free time trying new cooking recipes (the spicier the better), catching a good movie, working on small home improvement projects, and being an active member of a book club. Chartered Retirement Planning Counselor and CRPC; are registered service marks of the College for Financial Planning. This information is intended for use only by residents of AZ, CA, CO, DE, FL, IL, MA, MN, NM, NV, PA, TX, UT and WA. CA Insurance Producer License Number 0B71892. /*********/ Investment and Insurance Products are: * Not Insured by the FDIC or Any Federal Government Agency * Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate * Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social 