Latest News

We are getting new cards! Help us choose by VOTING for your favorite by commenting... Read More July 19, 2019
It’s Disneyland’s birthday! We are celebrating with a HUGE sale! All 2-5 Day Park Hopper... Read More July 17, 2019
Vitalant has an immediate need for blood donors this July as the blood supply remains... Read More July 16, 2019
The moment you see the Christmas decorations coming out in stores (way too early) is... Read More July 16, 2019
Budget for the Holidays (yes, this early) July 16, 2019

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We are excited to welcome Reina, John, and Anna to the team! Read More July 15, 2019
Thank you to everyone who came out to our youth event yesterday! Read More July 12, 2019
For everyone traveling this summer, here are some great travel apps to help you out.The... Read More July 12, 2019
The Best Apps in Travel July 12, 2019

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It’s been a year since the Sparks Crossing Grand Re-Opening, and we can’t believe it!... Read More July 10, 2019

Talking Finances with your Adult Children

3 young men

Talking Finances with your Adult Children Many of my clients have asked for helpful tips they can share with their adult children on managing finances, estate planning, and particularly, what they need to know as beneficiaries. I know these conversations can be difficult to initiate, both for parents and children, and want to provide you […]

Six things to help you remain on track toward your financial goals

Have you determined what you want your money to achieve for you and your family over the course of your lifetime? That begins with determining what financial well-being means to you, establishing specific goals and maintaining a clear picture of where you are at any given time along the path toward your goals. Below are […]

Tackling Tuition

couple with investment advisor

  As an involved parent, you are committed to providing your children with the finest education possible. The best way to help ensure that you will be able to afford the ever-increasing cost of college tuition is to start investing toward college savings today. I can help you understand your investment options and how starting […]

Saving? Ain’t Nobody Got Time For That

In last week’s blog, I told you about my money-savvy friend who tells me how to make millions, and how I have a bit of a hard time getting started. Well, the first hurdle was hurdled last week – it’s not too good to be true as we saw with an example of the power of compounding interest.  In this week’s edition, I am going to […]