About
I am transitioning into wealth management and financial planning after 25 years in legal support services, where I owned and managed client-facing operations built on accuracy, confidentiality, and strict regulatory compliance.
That work taught me to manage complex cases, meet court-imposed deadlines without exception, and serve as a trusted point of contact on sensitive matters. I now hold a Bachelor of Science in Finance with a concentration in financial planning, have completed a financial planning externship and eMoney certification, and am pursuing CFP® certification and the FINRA Series 65, with the goal of building long-term client relationships grounded in transparency, integrity, and sound financial guidance.
Education & Credentials
Bachelor of Science in Finance
CompletedFinancial Planning Externship
CompletedeMoney Fundamentals Certification
CertifiedCFP® Certification
PursuingFINRA Series 65
Exam preparationCertified Process Server
ActiveProfessional Memberships
- Financial Planning Association® (FPA®), Arizona Chapter · 2026 – Present
- National Association of Private Process Servers · 2001 – Present
- Arizona Process Server Association · 2001 – Present
Experience
Northern Arizona Service Manager
- Manage full-cycle client services: new client intake, case management, field execution, communication, and final reporting.
- Serve as primary point of contact for law firms, corporate legal departments, and individual clients on sensitive legal matters.
- Prioritize workflow and daily operations to meet court-imposed deadlines in a zero-error-tolerance environment.
Owner / Field Manager
- Owned and operated a legal support business, managing billing, client accounts, and vendor relationships.
- Ensured strict adherence to state and federal procedural rules governing service of process.
- Built long-term client relationships that sustained the business for over a decade.
Core Competencies
Let’s Connect
I welcome conversations with firms and professionals in wealth management and financial planning.