My Story

For nearly 20 years at the same firm, I have enjoyed helping individuals, families and business owners with the wealth creation and planning needs.

Back in 1997, I began working with Harriman Cronk at Crowell, Weedon & Co. which merged with D.A. Davidson & Co. in 2013. We were top advisors with Crowell Weedon, and with Harriman's passing, I have continued to serve our clients.

In 2014, a colleague and I became the first women to qualify for D.A. Davidson's top advisors' Chairman's Council.

After graduating cum laude from California Polytechnic State University, San Luis Obispo, I worked in commercial property management and then found the career I love — helping people with financial planning, risk management and asset allocation.

Learning is a lifelong passion for me, and while working full-time in 2008, I attended the University of Irvine's Accelerated Personal Finance Program. Then in 2014, I completed the Cannon Financial Institute's Certified Wealth Strategist program.

When not working, I enjoy riding my horses and competing at local dressage shows. I also love gardening, family time and outdoor travel adventures with my husband, Steve.

CA Ins Lic#0B91693