My journey in finance began at 16 when a pivotal conversation with a financial advisor about setting up my 401(k) revealed the power of strategic planning. This early experience taught me that success is achievable with a solid plan and consistent monitoring. Influenced by my family's background in accounting, I was drawn to the world of finance from a young age.
As a Founder and Managing Partner of Ascend Private Wealth Partners, I focus on educating and empowering investors. My approach goes beyond traditional financial advising by instilling confidence and knowledge in my clients. I enjoy collaborating with clients to solve their unique financial puzzles, taking pride in genuinely caring about their financial well-being. With the right education and a knowledgeable team, people can secure their financial futures for generations to come.
In addition to my role at Ascend Private Wealth Partners, I actively share insights at events and conferences across the country. My commitment to supporting women in business is reflected in my service on the board of the National Association of Women Business Owners (NAWBO) and chairing various women's initiatives. Forbes has recognized my efforts and professional accomplishments, honoring me as one of the"Best-in-State Wealth Advisors" from 2021 to 2025, "Top Women Wealth Advisors Best-in-State" from 2022 to 2025, and "Top Next-Generation Wealth Advisors Best-in-State" from 2022 to 2024. These accolades underscore my dedication to excellence and client success.
I grew up in Oregon City, Oregon, in a hardworking family that taught me the values of perseverance, saving, and investing. Being the first in my family to attend and graduate from college instilled in me the importance of hard work and self-reliance. Now, I reside in Scottsdale, Arizona, with my husband, Matthew, and our four children, Anthony, Nickolus, Presley, and Archer. We cherish the beautiful weather and enjoy outdoor activities like boating, fishing, and golfing. My family is my greatest motivator, driving me to excel in my career.