^{Who We Are}About Sequoia Advisory Group

Board President, Placer SPCA 2026

Board President, Rotary Club of Roseville 2026-2027 

Board of Directors, Placer Breast Cancer Foundation

Board of Directors, Roseville Area Chamber of Commerce

I began my professional journey as a business executive, dedicating 20 years to honing leadership and strategic skills. Yet, a desire to make a more meaningful impact on people's lives inspired me to transition into financial services. Becoming a CERTIFIED FINANCIAL PLANNER® professional was a rigorous yet rewarding process that equipped me with the expertise to guide clients through complex financial decisions. This second career allows me to blend my business acumen with a passion for helping others pursue financial security.

As a CERTIFIED FINANCIAL PLANNER® professional with over a decade of experience, my focus is on building strong, trusting relationships with my clients. I collaborate closely with individuals and families to develop personalized financial plans that align with their goals and life circumstances. This involves comprehensive financial analysis, investment strategy, retirement planning, and ongoing support to adapt to life's changes. I view myself as a lifelong partner in my clients' financial journeys.

Outside of work, my wife and I are deeply committed to charitable causes, actively supporting numerous nonprofit organizations through donations, volunteering, and serving on boards. This involvement is incredibly fulfilling. I am also passionate about health and wellness, both physical and mental. As an active triathlete, I enjoy outdoor activities like hiking, skiing, running, and traveling. Having grown up as a military brat, I had the privilege of living in Europe, the Middle East, and the Far East, as well as many U.S. cities. For the past 20 years, Roseville, California, has been home, where I continue to enjoy exploring the outdoors and giving back to my community.

The most rewarding part of my job is the opportunity to make a positive difference in my clients' lives. Helping someone pursue financial confidence, navigate challenges, and realize their dreams is incredibly fulfilling. I value the relationships I build and the trust clients place in me. Knowing that my work contributes to their peace of mind and long-term well-being is what motivates me every day.

I joined Sequoia Advisory Group as the Business Development Director in 2021, focusing on engaging with successful families, entrepreneurs, and business owners to enhance Sequoia's brand awareness. My passion lies in connecting with people and building strong relationships. With a background in Asset Protection, I bring extensive experience in managing profit and loss, teamwork, and customer service.

I'm a proud graduate of the University of North Texas, where I earned my Bachelor of Applied Arts and Sciences in 1991. Although I've called Roseville, CA, home since 2006, my heart remains true to Texas, and I'm an avid Dallas Cowboys fan. Giving back to the community is important to me, and I actively participate in various organizations throughout South Placer County.

In my personal life, I enjoy staying active with my husband, Charlie. Together, we love running, skiing, and embracing an active lifestyle. Our journey began on the shores of Lake Travis, TX, where we were married in 2004.

I specialize in crafting personalized financial plans that empower lifestyles, protect businesses, and support employees. By integrating investment and insurance solutions, I follow a holistic approach to financial planning. This involves executing strategies with a client-focused, time-tested process. Through regular reviews and adjustments, I commit to your financial well-being as life evolves.

As an Investment Advisor Representative and Registered Representative of United Planners Financial Services, my work encompasses helping businesses, families, and individuals. Whether it's fee-based financial and business planning, executive and group employee benefits, asset management strategies, or risk management and asset protection, I'm here to guide you.

With over 20 years of global corporate C-Suite management experience, my journey began with an MSc in engineering from the University of California, Berkeley. This education led me from Silicon Valley to various international roles in technology, manufacturing, operations, global business development, and finance. It was my passion for making a difference in people's lives that drew me to the financial services industry in 2020. I hold FINRA Series 66 and 7 securities registrations, as well as a Life and Health Insurance License.

Outside the office, I'm deeply involved in my community, actively participating in the Rocklin and Roseville area Chambers of Commerce. I'm passionate about healthy living and wellness, advocating for life-integrated fitness solutions for healthy aging. My hobbies include playing tennis, running, biking, and skiing. I cherish time spent in nature and am a big fan of Lake Tahoe, the mountains, and the Pacific coast.

I joined Sequoia Advisory Group in 2025 as their Client Relationship Manager—an ideal role for me, given my passion for connecting with people and fostering lasting relationships. With a background in finance (BS in Finance from CSUS) and a Masters in Management, I’m excited to help clients while they are navigating their financial journey.

Originally from Canada, I love returning to the Great North to visit family and friends. Before joining SAG, my husband, Rich, and I ran a successful promotional products business in Roseville for nearly 20 years. We took pride in providing custom apparel and marketing materials to our clients while staying deeply involved in the community through the Chamber and local events.

As a proud Rotarian with the Rotary Club of Roseville, I’ve had the privilege of building relationships and supporting local businesses and partners. These experiences have reinforced my love for community engagement and collaboration.

Rich and I are also the proud parents of two adult children, and we’re thrilled to watch our family grow. Outside of work, I’m an avid reader, nature lover, and passionate RV traveler. Whether I’m hiking or traveling the country in our RV with Rich and our dog Oliver, those moments are my ultimate escape.

I’m excited to be part of the SAG team and look forward to supporting our clients as they work toward their financial goals and dreams. Please reach out—I’d love to see how I can assist!

Oliver is a Maltipoo and will be three years old January 2026.  He loves cruising the neighborhood and playing with other doggies.  Aside from his love of sunsets and long walks on the beach, 😊 he is passionate about TREATS!