• 18 years in financial services at Fortune 500 companies

• 17 years as a licensed stockbroker, holding 5 securities licenses

• 12 years as a financial planner and investment advisor, managing relationships in practices of over $600 million in client assets

• Accredited Asset Management Specialist℠

• Certified Divorce Financial Analyst®

• Passionate financial literacy educator

I’ve dedicated my career to helping clients reach their goals through financial planning and advice. My greatest satisfaction comes from the privilege of being able to join my clients on their financial journey and celebrate with them as they achieve their dreams. Over the years, I became increasingly uncomfortable with the commissioned sales culture at the companies I worked for, and the fact that my role only allowed me to work for the wealthy. The more successful I became, the less I could help people who really need good financial advice, and the higher the sales quotas. In early 2022, I left the corporate world so that I can serve clients from all walks of life without any conflict of interest.

In my free time, I love to knit, spin, and weave, and am an active member of Las Tejedoras, Santa Fe’s local fiber arts guild. I am mother to two beautiful boys, Darius and Ronan. We are all avid readers, as well as huge geeks who watch and read a lot of science fiction. We love to explore this beautiful state and discover the wonders of the Land of Enchantment.