As the Founder and Senior Wealth Advisor at Elevation Wealth Partners, I have had the privilege of working with clients for over 16 years. My guiding tenet is the belief that financial planning can benefit everyone, regardless of background or circumstances.I’m passionate about demystifying the landscape of finances and creating a clear path forward for my clients. What motivates me most is having an impact with clients and seeing their confidence build as they find success. Whether it's guiding clients towards a secure retirement or assisting them during significant life transitions, I find great satisfaction in being a part of their financial journey.
Before becoming a wealth advisor, I worked as a tax professional. My background in tax assists me to advise my clients to invest wisely and in a tax-smart way. I specialize in solving complex problems, allowing individuals and families to build wealth and retire without worrying about running out of money.
Over the course of my career, I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Accredited Domestic Partnership Advisor (ADPA) designation, the Series 7 and 66 securities licenses, and licenses to sell life and health insurance in New Mexico. My alma mater is the University of Bradford in the UK, and I began my career as a wealth advisor in 2007.
I firmly believe that a business can only serve its clients well when it is internally healthy. Therefore, I place a great deal of emphasis on investing in the development of my team. By ensuring that my team is equipped with the necessary skills and knowledge, we can provide our clients with the highest quality of service possible. This investment also extends to the resources we use, as we continually seek to improve our tools and technology to better serve our clients.
Out of the office, I love to golf, cook, and, at the end of the day, make a top shelf margarita!