As an Investment Advisor Representative, I take a unique approach to understand clients individual needs and with Elevated Retirement Group’s team approach, we helps close the gaps between your current status and future goals. I have extensive professional experience in the financial industry since 1988 which includes banking, mortgage financing, life insurance, and financial advisor. I joined Ele
vated Retirement Group as an Independent Advisor Representative in November 2023 where I am held to the highest fiduciary standards to work in the best interest of my clients. I takes a holistic approach with each client by getting to know them and understanding their individual needs, wants, and goals to personalize their financial plan. My goal is to have a positive financial impact in my clients’ lives and to establish life-long relationships. I was born and raised in Colorado but has made sunny California my home for the past 35 years. I have lived in San Diego, Temecula/Murrieta, and now call Ridgecrest in the high desert home. I love traveling, hiking, playing with my dogs, and enjoying family time with my 3 kids and 6 grandkids.
