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!