Welcome to Sage Hills Financial – Your Partner in Financial Excellence
With over 14 years in the financial services industry, I serve as a dedicated financial planner. I hold Bachelor’s degrees in Economics and Business Finance, providing a strong foundation for my work. As a Certified Financial Planner™ (CFP®), I’ve completed extensive training and follow established professional and ethical standards.
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I use this background to provide personalized financial planning guidance. Whether you’re evaluating investments, preparing for retirement, or thinking about the legacy you want to leave, my focus is on helping you make informed decisions based on your individual situation.
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Financial planning is an ongoing process. As your life evolves—through career changes, family milestones, or shifts in priorities—your financial strategy may need to adapt. I work with you over time to review and adjust your plan so it continues to reflect your goals.
Why Work With a Certified Financial Planner™
Not all financial planners hold the same qualifications. The Certified Financial Planner™ (CFP®) designation is awarded to professionals who meet specific education, examination, experience, and ethical requirements established by the CFP Board.
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As a CFP® professional, I follow a fiduciary standard when providing financial planning services, which means I am required to act in your best interest when offering advice. The certification process also includes completing relevant experience in financial planning and passing a comprehensive examination.​ Working with a CFP® professional can provide additional context and structure when evaluating financial decisions as part of a broader plan.
We Provide Service for:
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Business owners
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Retirees
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Pre-retirees who need a plan for future retirement
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PUD employees
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Teachers and other state employees
We Specialize in:
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Comprehensive Financial Planning
Financial Services
Get a Complimentary Initial Meeting
If you’d like to begin reviewing your financial situation, I invite you to schedule an initial meeting. During this meeting, I’ll review your current financial picture and discuss your goals and priorities. This conversation can include a high-level overview of your finances and considerations for next steps. This initial meeting is designed to help you better understand your current position and explore how financial planning may support your goals moving forward.