As a financial advisor, I use my experience and empathy to guide my clients toward financial success. My interest in financial planning began during my college years when I worked as an administrative assistant for advisors Leslie Myers and Laura Uchida at Allmerica Financial. Witnessing their skill, compassion, and commitment to their clients deeply inspired me.
After graduating with a B.A. in Psychology and Sociology from the University of Colorado Boulder in 1997, I worked for a company specializing in employer benefits for businesses, where I obtained my insurance license. My passion for personal financial planning led me back to Allmerica Financial, where I transitioned into an advisor role. In 1999, I formed a successful partnership with my father-in-law, Don Crain. In 2003, we moved our practice to an independent broker-dealer, LPL Financial, which enhanced our ability to provide tailored financial solutions to individuals and businesses alike. I continued my professional development by achieving the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation in 2010.
My personal journey as a young widow and single mother has given me a profound understanding of the importance of comprehensive planning and risk management. Drawing from my own experiences, I emphasize the significance of preparing for life's unforeseen challenges while pursuing long-term financial goals. I am dedicated to empowering my clients through education and tailored advice, whether they are dealing with retirement planning, life changes, or wealth preservation.
Outside of work, I enjoy spending time with family and friends, traveling, and hiking. I hold the CFP® designation, FINRA Series 7 and Series 63 registrations with LPL Financial, and insurance licenses.