With so many rules, possibilities, and only one chance to get it “right”, the land of Social Security can be downright confusing. As a Registered Social Security Analyst®, my team and I are dedicated to helping families sift through all the information and make decisions to optimize their claiming strategy. Like anything in this world, Social Security does not exist in a bubble. We are very intentional about taking a holistic, strategic approach when looking at Social Security and its impact on other asset-related factors.

I am a Registered Investment Advisor who prides herself on educating and guiding clients through some of the most important decisions in their lives. Whether it is portfolio management, tax strategy, and estate planning, my fiduciary duty is to my clients and their legacy.

When I’m not serving others, I enjoy spending time with my boyfriend Frank and our two pups Ember and Freya, a German Shepard mix and German Shorthair Pointer. We enjoy hiking all over the Valley, spending time up in the mountains of Greer, Arizona, and volunteering in various organizations throughout North Phoenix.

Whether it’s a clarifying question or a complete analysis of your situation, please reach out so I can help!