The ability to manage stress has always been a journey for members of my family, and the inability to manage it correctly has led to many a struggle for relatives and close friends. When I started out in my scholastic pursuits, I wanted to be a therapist to help people overcome these emotional challenges related to stress, but after looking more closely I found there was another way through financial planning.
I was able to work in several different capacities as an intern at both large wealth management corporations as well as small family-owned firms to help serve individuals and families in their financial planning journey and help alleviate the money stress in their lives. I love helping people shift their mindset from, “How can I ever get this done?” to “I can totally get this done!”. Small, dedicated steps lead to a bright future both in family and financially and I am happy to be on a team that cares about the families we work with. I am currently working toward acquiring my CERTIFIED FINANCIAL PLANNER™ designation to further my knowledge and abilities to service our families at JBW.
Education & Designations
- Master of Financial Planning and Analytics – Utah Valley University
- Bachelor of Science in Personal Financial Planning – Utah Valley University
- Minor in Business Administration – Utah Valley University
Learn More About Me
1. What are the values that drive you?
Some of the values that drive me include determination, kindness, compassion and drive.
2. What do you enjoy doing when you are not working?
When I am not working, I enjoy being outside with my boys as well as reading, catching up on the phone with family and friends, and trying new food places with my husband.
3. If you weren’t an advisor, you’d probably be a…
Beachside snack shack owner
4. When you were 5, you were pretty sure you’d be a ____ when you grew up.
5. If you played baseball, what would be your at-bat song?
“Gold” by Dierks Bentley
6. What are you happiest doing, when you’re not working?
Listening to music outside with some good food, family, and friends.
7. If you could only eat one meal for the rest of your life, what would it be?
Cheeseburger, French fries, and a chocolate shake
8. What is the best gift you ever received?
One Christmas my husband got in contact with families I stayed with and became close to when I lived in Santiago, Chile and created a video of all of them wishing me a Merry Christmas. I hadn’t seen them in years, so it was very touching.
9. If you could share a meal with any 4 individuals, living or dead, who would they be?
The apostle Paul, Macklemore, Jimmy Buffet, and Kelly Slater
10. What three items would you take with you on a deserted island?
My music, a copy of my favorite book, and my Mariners baseball cap (assuming there is food and water). If there isn’t any food or water, then water filtration unit, fishing pole, and shotgun.