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I have worked in the financial industry since I was 18 years old and I credit my lifelong dedication to a career in finances to my grandparents (Mommy & Papa) who survived the Great Depression but developed lifelong insecurities and fears about how and where to invest money. They also exposed me as a child to old school country music such as Dolly Parton, Crystal Gale and the Oakridge Boys much to my dismay. However, I will still crank up Elvira if it comes on the radio. Mommy & Papa were afraid to spend money and never really took advantage of the savings they had accrued as blue-collar workers. This hurt me deeply, to see my grandparents sitting around the house and not enjoying their retirement, sometimes not even buying the “good” cheese. I remember their struggles, so I devote time to financial education, and provide clients with as much information as needed so they can make the best investment choices. Money is to be enjoyed. Why save throughout your lifetime, if NOT to enjoy your money? This so important, I cannot stress it enough!
My clients and I experienced firsthand the type of financial turmoil Mommy & Papa witnessed during the Great Depression with the market crash and global financial crisis. This trial by fire allowed me to be the voice of reason. I was able to guide my clients through that chaos so that they could make the best informed decisions for themselves and their investments.
I am a CERTIFIED FINANCIAL PLANNER™ Practitioner based in Las Vegas, Nevada. I have a bachelor’s degree from Evergreen University in Olympia, Washington and have worked in the financial industry for over 20 years. I hold my FINRA Series 7, and 66 Securities registrations through LPL Financial, as well as life and health insurance licenses. I am a music lover and a self-proclaimed Rocker Chick. I want you to know upfront; that I do not wear suits anymore. If you’ve been to Las Vegas, you will know a lined suit in 100 plus weather is not let’s say, great. I am the happiest in my life when standing next to a complete stranger at a concert and singing the lyrics to the same song. I want to create that feeling of belonging for my clients. I’ll be honest with you, I have a spitfire personality and a tenacious approach to my work. I am direct, and quite frankly, a lot of fun to work with (if I do say so myself, HA! just did). And I have integrity. Oh, and I have a background in Media; so that’s kind of cool.
I work hard to deliver a positive client experience and bring you into the Hot Moon Financial tribe. Frequent meetings will be held to understand your needs, to give updates of stock market and pertinent information, and to customize strategies.
I do these things; assisting clients with generational planning, asset transfer to heirs, financial planning, insurance, investments and roadmap your financial goals. Whether its retiring early or buying that convertible, I provide financial services to individuals and businesses, and would love to help you.