As part of the Nissi Team, I provide operational and client support that helps keep day-to-day processes running smoothly and the client experience consistent. With a detail-oriented mindset and a welcoming approach, much of my work centers around organizing the moving pieces behind the scenes while supporting both the team and the clients we serve.
Earning the Financial Paraplanner Qualified Professional (FPQP) designation has provided a strong foundation in financial planning and allows me to better support the work being done each day.
Outside of work, spending time with my husband, Jeremiah, and our two kids is one of life’s greatest joys. I’ve always had a creative side and love writing and performing music, singing, and playing the cello.
Originally from San Diego, I’ve grown to deeply appreciate Northern California — especially the outdoors and the history surrounding the Sacramento area.
Supporting a team that genuinely cares about the people they serve is something I’m very thankful for, and helping create a positive experience for clients continues to be one of the most rewarding parts of the role.
*Not Registered with Osaic Wealth, Inc.