Growing up, I always looked up to my grandfather. He had no education, but the most incredible work ethic. He raised six children and always found a way to put food on the table. He used to say "the early bird catches the worm and the late bird catches a germ". When he passed away my grandmother was left with a big financial burden. She decided to downsize and sell their home. It was December of 2008, the worst financial crisis in the history of the economy. The proceeds my grandmother received from the sale of her home only lasted five years.
I look back now and ask myself, 'how did this happen?' Who helped with the sale of her home? What was the plan? This is my why. Today I pride myself on being the 'early bird.' I wake up every day to help others achieve their goals and put together sound financial strategies that will last a lifetime.
My passion lies in helping others and learning the many different stories of my current and potential clients. I believe the first step to helping someone is to understand what is important to them. As someone who has faced a lot of adversity, I consider myself well equipped to handle those tough conversations. I welcome topics such as, divorce, loss of a loved one, or loss of job.
My branch team and I have a simple 5-step process that we follow in order to help you achieve your financial goals. But remember simple doesn't always mean easy.
Our team is in Vic West, a few steps from the Galloping Goose trail and Café Fantastico. In our office you will be greeted by Soren Gran-Ruaz. He has been with the firm over 4 years now. He enjoys hiking, white water kayaking, and dungeon and dragons.
When I'm not helping clients reach their goals, you can find me running or riding my bike on the Galloping Goose trail. But, every Sunday, without fail, you can find me yelling at my tv cheering the Dallas Cowboys on to victory.
- Retirement Income Strategies
- Divorce Finances
- Intergenerational Planning
My Personal Interests
- Coaching Sports