PROFESSIONAL EXPERIENCE: Throughout my 17 years of tax preparation I have come to find that taxes and investments are completely intertwined. So much of what happens on the Investment side impacts a client's taxes; and vice versa. Having the knowledge in both areas has given me a specialized approach to financial planning. My passion is educating clients on strategic ways to manage, grow and sustain their wealth. Much of this was born out of the 2008 financial crash. Dealing with families going through tough times taught me that it is not about the amount of money earned but instead of how money was managed. Since then I have changed the way I approach tax preparation and consultations.
My mission is to have conversations that are not easy but needed regarding money and future planning. I always tell my clients, “I can’t change what happened in the past, but I can try to help change the future.” Joining the K2 Financial team was an easy decision as I was immediately able to see their passion for sound financial planning and commitment to their clients aligned extremely well with my values and beliefs. Together, with our strengths, I am confident our clients are getting the value and advice they deserve.
· B.A. in Accounting – University of La Verne
· Enrolled Agent
· Certified Tax Preparer (CTEC)
· FINRA Series 7, 66
· Insurance Licensed #0M20175
I am the oldest of 5 sisters. I have two amazing kids, Emilio 18 and Leanna 14. In my free time you can find me out on the trail walking and enjoying a good book. I love being spontaneous and going with the flow and taking unplanned weekend road trips to enjoy the scenery and time with my family.