"Our job is not to deny the story, but to defy the ending—to rise strong, recognize our story, and rumble with the truth until we get to a place where we think, Yes. This is what happened. And I will choose how the story ends.”
- Brene Brown
At the age of 16, I entered the workforce and immediately started saving my money. Even at this early age, I realized the importance of accumulating money and the freedom it gave me to do the things I wanted. By the time I finished graduate school I had financed two trips to Europe and paid cash for my first car. While my savings provided many wonderful opportunities, I didn’t realize how my understanding of money and my ability to invest would have such a tremendous impact on my life until things didn’t go quite as planned.
I had no idea my successful habits were preparing me for future life challenges.
I entered the corporate world with IBM, where I spent the next 20 years. During this time, I experienced 2 careers changes, 3 marriages, 3 divorces, and 4 geographic moves. My life was a series of transitions. Little did I know that in 2008 I would face the biggest financial challenge when I lost my job and was unemployed for 2 years. Although this was difficult, it could have been devastating.
Each time a change occurred in my life I was able to manage these life-altering challenges simply because I understood what I had and how to manage my money. This gave me greater confidence during these transitional times.
Confidence that my friends did not have.
I watched my friends go through similar experiences.
But, because they didn’t understand their financial affairs these transitional events became life-changing, and not for the better. That’s when I realized my true calling in life.
As a financial advisor, I wanted to create an environment that encouraged every woman to get their financial house in order. I wanted women to be able to make decisions from a place of strength and not fear. I wanted women to feel they could move forward with confidence in a more optimistic and positive way so that they could choose their destiny and not be a victim of circumstance.
Learn More About Me…
What’s the most likely place people could find you on a Friday night?
At home cooking dinner with my life partner, my step-daughter, and her daughter.
Which would you pick: Living on the Beach or living near the mountains?
Living on the beach would be my first choice. There is something very calming about water. Since I lived in Boulder CO and already had my mountain experience, I would choose living on thebeach.
Imagine being approached by a genie who offers you 3 wishes. What might those be?
Good health because it is so essential to do everything in life.
Happiness because a positive outlook on life is so important
Enough wealth to afford the lifestyle I want to live.
What drives you to do the work you do?
I want to be a mentor/guide for women going through major life changes – the death of a loved one, divorce, and sudden inheritance are just a few. I want to help them gain knowledge in areas they may not have access to. I want to make sure they are on a good financial path for the next chapter of their life.
"Discipline is the bridge between goals and accomplishment."
- Jim Rohn
Growing up, I never thought I'd find a career helping people with their money, let alone define it as a calling or higher-purpose in my life. I always leaned towards medicine as a kid and I told anyone who would listen that I wanted to be a doctor when I grew up. But, life had other plans for me.
I almost ended up here by accident, believe it or not. After I graduated from the University of Washington in Seattle, I was lost. I had no idea what I wanted to do or which direction to head in. I just knew two things: 1. I needed to make money and, 2. I wanted to help people.
At that point in my life, my mom had already been a financial advisor with the same company for almost twenty years. She had encouraged me many times in the years leading up to that to consider the financial services industry as a profession. She always told me that I'd make a great financial advisor because I had the right heart and personality for it, but I never paid much attention to it because I wanted to be a doctor!
But after college, I already had more than $50,000 in student loan debt and medical school felt too far out of reach for me. So, when the opportunity came around to apprentice under my mom, I said "why not?"
That was more than six years ago now. After three years working with my mom, I caught the entrepreneurial bug and decided to venture out on my own. Since 2017, I successfully launched two independently-owned financial planning firms in both Seattle, WA and Anchorage, AK.
In April 2019, I was given a wonderful opportunity to partner with Eric Negron and Amy Colton here at Forefront Wealth Partners and to build what we have established today: a firm focused on positively impacting people's lives and providing them the confidence and clarity they need to navigate life's major decisions.
Today, I have an immense amount of gratitude in my heart to be in a profession of which I am head-over-heels in love with. I am also tremendously grateful to be constantly surrounded by so many wonderful, inspiring, and uplifting people.
My burning desire in life is to positively impact peoples' lives and leave this world a better place than I found it.
If you had a million dollars to spend, what would be the first three things you would buy?My wife is Mexican, I am fluent in Spanish, and we both love to travel so I would definitely spend a good chunk on visiting all the places in the world we've never been. I'd also buy a Tesla (because I love sports cars), and I'd buy an RV so we can road trip and camp comfortably anywhere.
What’s the most likely place people could find you on a Saturday night?I'm a total sucker for the NBA 2k video game franchise because I'm a huge basketball fan and can often be found playing hours of that on a Saturday night.
Which would you pick: Living on the beach or living near the mountains?I was born and raised in Anchorage, Alaska and still live here today, so definitely mountains! I love the snow and downhill skiing in the wintertime.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?This probably sounds too cliché, but I’d wish for perfect health, an unlimited travel budget, and more peace and love in the world.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?Stay away from student loans!