I am committed to fostering genuine connections to ensure that each client who works with us feels seen, valued, and cared for throughout their financial journey. I sincerely love to celebrate people, as well as their successes and milestones.

While my path into the financial industry has been anything but typical, I am confident that I am exactly where I need to be. I started my career as an administrative assistant at an Architectural Firm while pursuing a degree in Psychology, but I was always intrigued by the creative work of the marketing department. I loved watching the innovative team bring their ideas to life, and appreciated the idea of designing something that could impact the world around me.

I assisted and coordinated departments for a few years before I finally found an outlet for my creative drive as a member of the Communications Department at a local church. During my tenure there, I cultivated my skills for marketing and design.

I am also a certified Life Coach, and it is through this experience that I shaped my understanding of the power of thoughtful engagement and meaningful interactions. As the Director of Client Experience at Mesa Pointe Wealth, my goal is to ensure that each client we serve feels authentically acknowledged, heard, and supported. Financial decisions are deeply personal, and I am excited to work with a team who is committed to offering clients customized strategies that harmonize with their distinctive circumstances.

While I am passionate about being creative and connecting with people, my favorite role of all is being a mom to my two favorite people, Sophie and Jude. They keep me on my toes and inspire me to embrace life’s journey with curiosity and enthusiasm. Because of them, I have learned the value of adaptability, patience, and the importance of creating a stable foundation for their futures.