
“All our dreams can come true, if we have the courage to pursue them.” – Walt Disney
With a background in the Client Services and Operational aspect of GR Financial Group, I am happy to be able to utilize that expertise alongside my passion in helping people plan for their financial futures and walk alongside them in reaching their goals in life.
I started my career in hospitality, which gave me a love for helping others and a strong understanding of the needs of people even when they aren’t at the forefront of a conversation. In my time at GR, I have worked as both a Client Service Associate and a Registered Client Service Associate, getting my Series 65 License in 2018. Throughout my time with GR, I have always worked very closely with the Advisory Team and am very excited to be a part of that Advisory Team now. I recently had the opportunity to obtain my Financial Paraplanner Qualified Professional designation* and enjoyed that process immensely. I love opportunities to grow my knowledge and the ability to share that knowledge and apply it to help others!
I am a native Tucsonan and received my Bachelor’s Degree from Northern Arizona University. Outside of work, I love spending time with my husband, our son and our families! I also enjoy indoor cycling, working on home improvement projects, taking my son to the park and the zoo and playing with our dog, an energetic and loving English Bulldog named Spike.
*The FPQP certification is a formal certification program that teaches individuals the knowledge and skills required to work as a financial paraplanner.