A little About Me

I believe that you should spend your free time doing what you love, while knowing that you've taken control of your financial future. Money can be a very powerful emotional trigger, and sometimes a very complicated matter. I feel grateful and fulfilled when I am given the opportunity to help my clients find greater financial confidence.

I like to think of what I do as a mix of education, counseling, training and reinforcement. I start by trying to learn more about each client's history. I'm curious about:*

• What did you learn about money from your family?  
• How do your beliefs shape your perceptions and experiences?
• What does financial security and independence look like to you?
• And most importantly, what do you need from me? 

With these insights and by keeping the lines of communication open, I  hope to develop a unique relationship with each client. Your situation is unlike anyone else's, and I am here to help.

*You can be assured that all information you share with me is confidential

Since I "pry" into your life, here's a little peek into mine:

My family hails from Michigan, but I was born in Amarillo, TX. We moved to Dallas when I was very young. My father was a dentist and car collector. My mother was an English and Speech teacher and the financial manager of the family. We traveled a lot, so I've seen many interesting places, and met lots of interesting people. My parents were enchanted with New Mexico before I was even a "twinkle in their eye." We spent a lot of time in the mountains of northern New Mexico; skiing, hiking, and watching the big beautiful sky. I've had family in the state since the '80's. My parents and I finally relocated after I graduated from college, and have called Santa Fe "HOME" ever since. 

I try to remember to stop and smell  the Ponderosas.		Have you ever smelled a Ponderosa Pine? Try it at least once!
	My favorite hiking partner is my dog, Jackie.

This 1955 Buick Century joined the collection in 1994. It's a boat!