"My mission is to understand your needs, wants, and long-term goals."
Mission Statement
My mission is to get to know and understand your needs, wants, and long-term goals. I want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.
My Background
I grew up on a dairy farm in the Imperial Valley, then attended college at UC Davis. I enjoyed the mountains and skiing. I returned to California in 1989 where I have been ever since.
Experience
30 years professional experience
Began career as stockbroker in Colorado.
Financial Advisor at North Island Financial Credit Union.
Created Independent Financial Planning Practice in 1999.
Joined Capital Growth, Inc. in 2010 in order to provide a broader investment platform to my clientele.
I am a California native, I grew up in Holtville California on a dairy farm. I met my husband Bob through childhood friends. We have two children and enjoy spending time as a family to travel. I enjoy open water swimming
The very first trade I made was an options trade when I was 19 years old and it made me 11 times my money. In this month’s “Spotlight,” we’d like to introduce you to Art, our President & Founder.
After weeks of headlines about the coronavirus outbreak, markets have been caught in a volatile pattern of surges and retreats. Here’s what you should know: