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.