We are wealth management experts. But our reason for existence is you. You have dreams. Our job is to help you realize them, even bigger than you’d previously considered or imagined.
And while we bring more than 20 years of experience in financial planning, investments, taxes, insurance, and legacy planning, it’s our ability to align with your values, and execute according to your most cherished dreams, that has earned us the trust of our clients.
We invite you to schedule an introductory meeting to see how Bridge Financial Strategies can help you create a plan, put it into action, and see those dreams come true.
I’ve worked in wealth management since 2001, having earned both my undergraduate degree in Accountancy and my Master of Taxation degree from Arizona State University.
I’m a Certified Public Accountant, CERTIFIED FINANCIAL PLANNER® professional, Certified Divorce Financial Analyst® professional, and Certified Dream Manager®; indeed, I’m one of the few in the country (and the only one I know of in Arizona) with all of those certifications. They’re not just fancy titles; they assure you of the hard work and diligence I’ve put into building my expertise to serve you as best as I possibly can.
My journey to helping others achieve their dreams was inspired, and informed, by my own. It wasn’t easy, as you can read here. It’s also why I maintain a separate practice devoted exclusively to helping women with the financial side of divorce.
I consider myself privileged to work with an elite clientele. I’m honored to bring my professionalism and passion for helping others to people like you—who are unafraid to do big things, and create an exceptional life for themselves and others.
When I’m not serving clients, I enjoy spending time with my family, healthy cooking, reading, outdoor adventures, and CrossFit.
My path to professional wealth management wasn’t originally in the cards for me. Indeed, a path to any kind of wealth at all seemed impossible. My rags-to-riches journey has empowered me to live my dream—and it’s why I’m so passionate about helping others to live theirs.
It all began in high school. When my senior year began, I eagerly anticipated what the next year of my life would bring. However, while I was busy planning to attend college, things took a sudden turn in a different direction…
I became pregnant.
Now, instead of applying for college and scholarships, I was applying for a marriage certificate and starting a family. Two years later—and right after Christmas—when I was eight-and-a-half months pregnant with our second child, my 21-year-old husband decided he wanted to be single.
The shock didn’t fully set in until a few weeks later, as I lay awake in the hospital after just giving birth to my daughter. My family had left for the evening and my soon-to-be ex-husband, who was present for the birth, had gone forever. With my daughter in the nursery, the room was quiet for the first time.
And I was alone.
Weighted with every financial fear I could imagine, I started crying without knowing. A nurse passed my open door and stopped to ask if I was okay. “No,” was all I could manage to say.
In that moment, I had to face the truth: I was a statistic. I was a divorced woman and single mother of two at age 20. No, I wasn’t okay—I was frustrated at where I was in life. And although I was now a statistic, from that point forward, I became determined that my children would not be.
Shortly after leaving the hospital, I drew a line in the sand and declared that I would find a way to better my life and give my children everything they needed to be successful adults.
I knew college was my best chance, so I began taking classes. As a single mom, I could only manage two classes at a time in the evenings, but I was moving forward. After nearly ten years of work, I earned my Bachelor’s degree in Accounting—and then I stayed an extra year to get my Master of Taxation degree. I became a CPA immediately afterward, and within a few years, I became a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and Certified Divorce Financial Analyst® professional. The more I learned about the financial world, the more passionate I became.
The truth is, I have always been a “numbers girl.” I’ve always been comfortable with budgeting, managing investments, and financial planning—it’s the very reason I was able to face the otherwise debilitating statistics of “teenage pregnancy” and “divorced single mother at 20” and methodically tear down and conquer them.
In my early life, I struggled to put groceries on the table and gas in the car while raising my children. I have cried over my checkbook register—not sure how I would make the mortgage payment. I have worried about saving enough. And I came out on top. Now I have the opportunity, and the honor, to help others manage their own wealth, and realize their biggest possible dreams.
Monday – Friday 8:30 AM – 5:00 PM
