My role is to take the lead in the creation and maintenance of your financial plan. I may also act as your primary financial advisor. It's my job to help solve any financial issues you come across and assist you in moving forward with a planning strategy that matches your goals, risk tolerance and investment objectives.
I specialize in job 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, assisting with strategies for finding a new job or assessing what's in your best interest regarding your 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, where I have worked in both a marketing and client service capacity. In 2013 I earned my CERTIFIED FINANCIAL PLANNER® designation.
I graduated from the University of Iowa with a Bachelor of Arts in English. In my free time I enjoy cooking, hiking and running – my favorite distance is the half marathon.