About me

As the Vice President of Investments, Owner, Wealth Manager, and Financial Planner at Kennebec Wealth Management,  I specialize in retirement planning and investment strategies, but most importantly, I see myself as a coach, counselor, and cheerleader for my clients, especially during stressful and challenging times. With a career in the financial services industry that began in 1998, my primary responsibilities involve creating comprehensive financial plans tailored to achieve specific goals, accompanied by strategic investment strategies.

Over the years, I have gained extensive experience working at reputable firms such as Morgan Stanley, UBS Financial Services, and Sterling Trust Company. This journey has allowed me to navigate through various turbulent market periods, providing steadfast support and guidance to my clients. My qualifications include an array of designations and certifications, such as CFP®, AIF®, CRPS®, Series 7, and 65, underscoring my commitment to excellence in financial planning. 

I am a proud Baylor University alumna, and I currently reside in Durango, Colorado, with my husband, Tim, and our two children, Victoria and Bodhi. Outside the office, I enjoy volunteering with Music in the Mountains, working with the Community Foundation, and educating through Know Your Dough. In my free time, I love spending time with my children, exercising, reading, and engaging in meditative activities like crafts and puzzles. My greatest joy is building close relationships with my clients, who become like family, and helping them stay motivated, hopeful, and on track to achieve their lifelong financial success.

As the Director of Operations at Kennebec Wealth Management, my primary responsibilities include client servicing, account opening, investment transfers, document submission, and money transfers. With over 30 years of experience in the financial services industry, I honed my skills as a ParaPlanner at Schindler Financial Group in San Diego, CA, and as an Insurance Agent/Servicing Representative at Woods Insurance in Farmington, NM. Over the years, I have held various licenses, including Series 7 & 63, Life/Annuity CA License, and Life & Casualty Licenses for NM & CO. My greatest value at work comes from the human element of business – getting to know our clients so I can best serve them and assist Rachel.

I am a proud graduate of San Diego State University, having also attended Northern Arizona University. A native of Pomona, California, I currently reside in Farmington, New Mexico. I have two grown children and three wonderful grandsons. My daughter Alison and her two boys, Tate and Hunter, live on Whidbey Island, WA, where my son-in-law Adam is set to retire from the Navy this year. My son Tim and his wife Nicole are ICU nurses in San Diego, and their youngest, Parker, is a lively 18-month-old. Outside of work, I attend Hills Church and Sagebrush in Farmington. In my free time, I love the outdoors and have spent much of my life at Lake Mead, Lake Powell, or the beach. I am an avid reader, hiker, swimmer, and horse lover. Cooking is another passion of mine; my macaroni 'n cheese and homemade German chocolate cakes are family favorites. Most importantly, I cherish every moment spent with my grandsons.