Helping People Have Peace of Mind and Live Their Best Life

At the heart of everything I do is one mission: to help people feel secure, supported, and inspired—both financially and personally.

As a Financial Advisor, I specialize in comprehensive financial planning, focusing on personalized offensive and defensive strategies to protect, grow, and optimize your wealth. Whether it’s risk management, retirement planning, or business strategies, I provide tailored solutions designed to fit your unique goals and lifestyle. My clients know me for my personal attention, long-term relationships, and a genuine passion for helping them feel confident about their future.

As the owner of Desert Lily’s Bakery, my micro bakery rooted in love and creativity, I bring that same level of care to crafting fresh, small-batch sourdough breads, cookies, and artisan treats. Baking started as a source of healing and joy in my own life—and now, it’s a way for me to share that joy with others.

No matter which hat I’m wearing—advisor or baker—my goal is the same: to make a positive impact, one conversation, one plan, or one loaf at a time.

I’ve been helping individuals and small businesses with their risk management and financial needs for over 14 years. My journey as a baker began later, during a challenging season of my life, when creating artisan bread became both a passion and a form of therapy. Today, I’m proud to serve my community in two ways: by guiding clients toward financial peace of mind and by sharing the comfort of a warm, handcrafted loaf.