About Us

As the President and Lead Financial Planner at Insight Wealth Management, I've dedicated over 20 years to the financial services industry, driven by a passion for helping clients achieve their financial goals. My journey began at Northern Arizona University, where my desire to care for my own family and friends inspired me to pursue a career in finance. As both a Certified Public Accountant (CPA®) and a Certified Financial Planner (CFP®), I offer a unique perspective that combines financial planning with solid tax strategies, helping clients achieve their objectives without compromising their financial health.

I am particularly passionate about financial planning for clients or their family members with special needs. My youngest child has special needs, and through learning to provide for him, I've been able to assist numerous clients in similar situations. I take immense pride in being a trusted advisor, watching my clients progress financially and gain more confidence. It's an honor to be the first person they call with financial questions or problems, and I cherish the relationships I've built over the years. My clients benefit from my dual experience as a CPA® and CFP®, which allows me to provide comprehensive financial planning that encompasses both investment and tax strategies.

Being a Gila Valley native, I am honored to serve the community I grew up in. While we have clients nationwide, we maintain a small-town approach to client care, offering personalized service with big-city capabilities. At home, my wife Amy and I have been married for over 20 years, and we have three wonderful children: Sadie, Mark, and Owen. Outside of work, I enjoy cooking for family and friends, particularly smoking meat, and spending time on the golf course with my kids. These activities provide balance and joy in my life, allowing me to connect with loved ones and unwind from the demands of my professional responsibilities.

As an Investment Advisor at Insight Wealth Management, my primary responsibilities include managing account applications, ongoing maintenance, conducting investment research, and constructing portfolios. I specialize in small business 401(k) plans, helping employers offer competitive retirement benefits and creating tax-saving opportunities. Additionally, I manage IRAs and general investments through a blend of low-cost passive investments and tactical active management. I've been in the financial services industry since 2022 and also work with Sorensen Financial, where I provide tax and accounting services since November 2020.

I hold a Series 65 license, which I obtained in January 2022, and I am a registered investment advisor. My academic background includes a Bachelor of Science in Finance from Arizona State University's WP Carey School of Business. My passion lies in helping clients understand the power of long-term saving and investing, removing the fear from investing, and building trust and relationships. I believe financial literacy is often overlooked in education, and I strive to share my knowledge to help clients feel more confident and secure in their investments and retirement planning.

What I enjoy most about my job is understanding my clients' financial goals, which allows me to connect with them on a personal level and build a trust-based relationship. I know how critical it is to craft a financial plan catered to your unique situation. My goal is to empower clients with projections and insights that highlight the potential benefits of their investment strategies.

My family is all from Graham and Greenlee Counties, so I also grew up in Thatcher. I now live in Pima with my husband, Bobby, and our two children, Karsyn and Austin. We enjoy traveling, especially to beaches, and attending live shows. Driven by a desire to secure a brighter future for my children and others, I strive to offer financial planning that empowers families and provides comprehensive support.