My primary roles at Southwest Investment Advisors are client relationships and portfolio management. I focus on building and maintaining client relationships and reviewing and constructing portfolios that reflect clients’ individual goals.I hold a BS in Business Administration from Pepperdine University, where I studied both in Malibu, California and Florence, Italy. I started with Southwest Investments in 2009 on the operational side of the business and built my way to the advisor side.In 2014, I obtained one of the industry’s newest designations, the Certified Wealth Strategist® designation, administered by Cannon Financial Institute.When I'm not in the office, I enjoy traveling and running with my husband Phil, spending time with my two sweet boys, and singing at the Vineyard Christian Community.Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.For a list of states in which we are registered to do business, please visit https://www.southwestinvestmentadvisors.com/