My passion for financial planning all began upon my father's passing. With his preplanning, my family and I were able to fully fund our educations and my mom was left without worry. I got a job as a Financial Advisor at MetLife, with a referral from a friend, and starting building my practice. Lots of long nights & weekends calling, in the first few years, but a time that I value today as I know it was necessary. After working there over ten years, I decided that while I was in the right industry, I needed to be able to make recommendations that truly served my clients’ best interests.
Upon having this realization, I decided to pursue my own practice under the Commonwealth Financial NetworkTM umbrella and I've never looked back. Since then, our team has continued to work with all of our valued families and bring on a selective few annually.
Everyday, I find new ways to better serve our clients. And with a team that shares the same values and vision as I do, I have no doubt Screaming Eagle Wealth Management will continue to grow and make a real difference in the community. Outside of work, my wife, Jordan & son Douglas, and I enjoy traveling and the beach. When we’re not doing that, we look for ways to serve the health community to raise awareness and cures for blood disorders.
To learn more about the roots of Screaming Eagle Wealth Management, please visit OUR STORY.
If you had a million dollars to spend, what would be the first three things you would buy?
I would pay off the mortgage, fully supply my son's college fund, buy whatever my wife wants (love you!), and if anything is left over...an epic surf trip.
What’s the most likely place people could find you on a Saturday night?BBQing and watching a movie at home with my wife & son, enjoying a cold beer.
Which would you pick: Living on the beach or living near the mountains?
I would choose the beach, preferably tropical with a good south swell.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?
I’d wish for a rocket-fast metabolism, an amazing memory and a cure for blood disorders.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?Cherish your loved ones & ALWAYS go in for the hug.
From a very young age, I was interested in art & marketing, capitalizing on bi-annual family yard sales with the best signs in town. This passion led me to pursue Integrated Marketing Communication Specialization at San Diego State University, where we dealt with the psychology behind the consumer. Eventually I was able to go on to pursue a Certificate in Graphic Design & combine my two passions.
While I was able to work in the Financial Services Industry as a Marketing Director since out of college, managing the largest Marketing Team in the county with MetLife, I wanted something where I could directly see my impact & contribution within a practice.
Since joining Screaming Eagle Wealth Management, my knowledge and insight into business development have continued to grow and expand. A life-long learner, I am constantly evaluating our team's direction & effectiveness, not only within the marketing realm, but also developing our business strategies moving forward, ensuring our clients are at the forefront. In my free time, I enjoy spending time with my family, hiking & recently, the art of yoga.
If you had a million dollars to spend, what would be the first three things you would buy?I would buy an old restored VW Vangaon and invest the rest for our family and our son's future.
What’s the most likely place people could find you on a Saturday night?At home with my husband & child, watching a movie.
Which would you pick: Living on the beach or living near the mountains?Oh, that's tough! My heart will always be with the mountains I think. I am a Northern California gal!
Imagine being approached by a genie who offers you three wishes. What might those wishes be?I would wish for better health for myself, better health for the planet & more wishes, der.
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?Believe in yourself, you got this!
I’ve worked in client services for many years, beginning in mostly administrative and assistant roles and slowly transitioning into more integral roles in the practice. Over time, I realized I am happiest when I am helping clients have the best experience possible and using my knowledge and expertise to assist them. When I joined Screaming Eagle Wealth Management, I knew that I was going to be able to establish a career that I genuinely enjoy.
Every day, I am clients’ first point-of-contact for any issues, questions or concerns they may have. My favorite part about this job is when I get to know our clients on a personal level and almost feeling like a part of their family. Oftentimes, we meet clients when they’re in a pretty vulnerable position. However, over time, our advice and guidance eases their fears and alleviates their frustrations, allowing them to genuinely enjoy the experience.
In my free time, you can find me with my three children — Hunter, Jakob & Westin —going to the beach or playing by the pool.
If you had a million dollars to spend, what would be the first three things you would buy?I would buy my dream home & invest in college accounts for my children & the stock market.
What’s the most likely place people could find you on a Saturday night?At home with my three sons, making dinner & relaxing.
Which would you pick: Living on the beach or living near the mountains?Um...we will go with the beach.
Imagine being approached by a genie who offers you three wishes. What might those wishes be?I would wish for better health for my friends & family, a healthier planet & more wishes. Jordan, I am copying you!
If you had the ability to travel back in time, what’s something you would tell your 18-year-old self?Make better choices & think things through.