Qualifications
I received my BS from the University of Utah. Before making a successful transition to RBC Wealth Management, I spent approximately 20 years of my career with a major Wall Street firm. The decision to change was based on my desire to be in a more personalized, client-focused environment. The backing of one of the strongest financial institutions in North America was also an important consideration. For the majority of my career I was a partner in a large team focused on high net-worth individuals. Together we oversaw $270 million in assets with growth coming largely through referrals.
Personal
I have been married to my husband, Rick for 37 years. We have been blessed with a 36 year old son named Robert along with an 13 year old son named Blake.
My present activities include assisting with Sunday school activities and participating in Blake’s various school programs whenever possible. I am currently involved in fundraising efforts for the National MS Society and serve on the Board of Trustees for the National MS Society's Pacific Coast Chapter. Previously I have been a board member of the Barbara Sinatra Children’s Center and was in charge of education. I also was a columnist for the Desert Sun newspaper, and involved in leadership positions for my sorority alumnae group. A sports enthusiast, I love competing in golf, tennis and deep sea fishing tournaments.
