As Wealth Management Concierge at Udall Wealth Management, I focus on creating meaningful experiences and lasting connections with our clients. I manage client events and nurture relationships that go beyond financial planning, ensuring every interaction reflects our commitment to care and excellence. With over 30 years in the financial services industry, I’ve had the privilege of building relationships that span generations.
My educational background includes a BA in History from Arizona State University, and an MA in Elementary Education from the University of Phoenix. These experiences have shaped my ability to connect with people and create engaging, memorable experiences. I find great joy in seeing clients enjoy our events, form new friendships, and feel part of a community.
Originally from Northern California, Florida, and the Phoenix area, I now live in Mesa, Arizona with my husband, Trace, and our two dogs, Oakley and Loki. Our son, Samuel, proudly works alongside us at Udall Wealth Management.
Outside of work, I’m passionate about preserving the wild horses of the Salt River through my involvement with the Salt River Wild Horse Management Group. Living in a place where wild horses still roam is a rare privilege, and I hope future generations can share that experience. In my free time, I enjoy traveling, attending concerts, supporting ASU sports and the ASU Foundation, exploring antique markets, hiking, kayaking, spin classes, and playing MahJong.