Simplified Financial Advice.

About Sally

I have been in the financial services industry since 2008, working with Ameriprise Financial Services and private wealth management companies.  I graduated from Appalachian State University with a BS in Communications and Marketing.  I am a licensed AZ notary.

I add value to our clients by having years of experience in the financial services industry.  I listen to the clients’ needs and address them quickly and efficiently.

I have 3 sons that are my world.  Robert is a professional dancer living in Los Angeles, Mitchell is an EMT living in Denver and Nick is a student at the University of Arizona.  I have a rescue cat named Sunny.

I enjoy tap dancing and social dancing.  I love the beach and warm weather.  I love to travel and am always open to a spontaneous weekend getaway. I enjoy refinishing small pieces of furniture and crafting.

Favorite food:

Filet Mignon with sauteed mushrooms

Best piece of financial advice received:

Diversify your investments

Favorite quote:

Live, Laugh, Love

Hidden Talent:


Favorite book:

I read romance novels

Favorite TV show:


What motivates you:

Someone telling me I cannot do something

Favorite holiday:


Something on your bucket list:

Travel overseas

Place you’d most like to visti:


Biggest accomplishment:

Raising 3 well rounded, accomplished sons

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In 15 minutes we can get to know you – your situation, goals and needs – then connect you with an advisor committed to helping you pursue true wealth.