Meet the Team

In my time as a proud member of the Air National Guard, the United States Air Force has instilled in me three core values:

• Integrity First
• Service Before Self
• Excellence in All We Do

These values are the basis of which we aspire to every day in the Air Force, but also directly relates to my approach in assisting clients. My associate Kelly Szakacs and I work as a team to bring you excellence in customer care. It is our utmost priority to have a successful partnership with clients. Your success means our success. We look forward to helping you pursue your financial goals!

Education:

California State University, Sacramento-Bachelor of Science, Career Technical Studies

Community College of the Air Force, Associate's Degree, Mechanical and Electrical Technology

Klamath Community College, Associate's Degree, General Studies

Kelly has been supporting clients as an assistant to financial planners for over 20 years. With her extensive experience, she ensures that everything runs smoothly, helping clients stay on track with their financial goals. Her dedication to detail and commitment to excellent service make her an invaluable part of the team.

When she’s not in the office, you’ll often find her relaxing by the water with her family and friends, enjoying the simple pleasures of life and soaking in the serenity that nature provides.