My role is to take the lead in the creation and maintenance of your financial plan. It's my job to help solve any financial issues you come across and assist you in moving forward with a planning and investment strategy that matches your goals, risk tolerance and investment objectives.
I specialize in career transition and employee retirement plan options, including rollovers. For working clients, job transition is often jarring - both financially and emotionally. When the company you work for shuts down a location, moves out of state (or country) or goes out of business altogether, that change may affect multiple aspects of your life. I want to help you navigate through the financial and emotional turmoil that comes with job transition - whether it's managing a severance package, evaluating a new employment offer or assessing what's in your best interest regarding employee retirement plan options. As a client of our firm, I encourage you to contact me to discuss any upcoming or recent changes in your life.
I joined the California Capital Management team in 2006. In my almost two decades in the financial services industry I have worked in many areas, from client service to marketing to providing investment and planning advice. In 2013 I earned my CERTIFIED FINANCIAL PLANNERTM designation.
I graduated from the University of Iowa with a Bachelor of Arts in English. In my free time I enjoy reading, cooking and hiking with my husband, Jay, and our two rescued greyhounds, Ziggy and Gary.