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.
