My journey as a financial advisor has come full circle. This path began at Baylor University where I earned a Bachelor of Arts degree with a major in Political Science and continued with obtaining a paralegal certificate from the University of Texas at Austin. I worked in the legal field before the 1997 start of my financial services career. My background and daily experiences allow me to recognize the intersection and integration of laws and economics, to apply the strong analytical skills I have developed, and to view related issues through different perspectives. These experiences and skills serve both my clients and me well!
Two passions of mine are working with the female client (and those that love them) and working with small business owners. My background as a female and as a small business owner have afforded me the solid foundation and the perspectives needed. Being both an investor and advisor help me to be approachable and add value to my clients and prospects. I am positioned to understand and be relatable with the common challenges to us all. For small business owners, it can be stated as I “walk your path” myself each day. Simply said, I make financial planning for clients and small business owners simple and straightforward so they can focus on life and growing their business. I value the importance of being able to enjoy all life has to offer. My free time allows me to enjoy the unofficial mascots of my business – a pair of Cavalier King Charles Spaniels named Pippa and Poppi.
Securities and investment advisory services are offered through NEXT Financial Group, Inc., member FINRA/SIPC
Sierra Ridge Wealth Management is not an affiliate of NEXT Financial Group, Inc.
Investment products and services available only to residents of: AZ, CA, FL, NV, TX