I've spent my entire career in finance.
I learned the ropes at companies like J.P. Morgan Chase and Fidelity Investments.
I worked on the trading floor of the Chicago Stock Exchange, managed
back-office support teams, and served as a financial
planner for high-net-worth individuals.
In 2016, I launched Financial Trex.
I love the flexibility of running my own firm.
I serve a small group of clients. I can give the kind of advice people need to hear.
And I no longer worry about pressure to sell products or maintain hundreds of clients.
I live with my husband and three children in Spokane, Washington.
Spokane offers a great balance of the urban and outdoor lifestyles.
If you can't find me in a coffee shop, you'll find me on the hiking trails.