Experienced

I built Mission Financial Planning, Inc. to specialize in serving dentists and specialty practice owners and specifically, to do it in a purely advice-only, fee-only, fiduciary role.

I have worked in the investment industry for over 30 years and have been a Certified Financial Planner for 25 years, involved with individuals and institutions in various aspects of investing, management, financial planning and marketing. As a Certified Financial Planner, I uphold a fiduciary duty to my clients and have, and continue to pursue, significant financial education and experience.

My focus: Financial planning for dentists, families and retirees. Services include personal and practice cash flow planning, debt management, tax strategy, education funding, insurance assessment, and estate planning.

Approach: Understands the life of a business owner, looks at the whole picture, plans for “real life”.

When I’m not working: You will find me in my kayak or on a hiking trail, having fun with my mostly-grown kids, and looking forward to my next trip!

I have worked in the financial services industry for over 15 years, including 9 years of Financial Planner and Analyst roles requiring analysis of detailed information for financial planning, presentations and recommendations. I’ve also worked as a bookkeeper, accountant, office manager and marketing representative, and run my own Mary Kay business. I completed training and passed the tests for the Certified Financial Planner designation and Financial Para Planner Certificate, and at one time was Securities Licensed with both a Series 7 and 63, and carried Life, Health and Accident Insurance Licenses.

Approach: People person who enjoys organizing clients’ finances and providing excellent client care.  

Working in the Retirement Industry since 1983 I have had the opportunity to work with Defined Contribution and Defined Benefit plans as an actuarial analyst, a plan administrator, an implementation project manager and a product manager.  I’ve also helped employers with providing their employees a total compensation view of the compensation they receive and how it impacts the employees’ financial wellness.  In addition I provide employee education on retirement and group benefits.

I carry a Masters in Human Resources degree and the Certified Employee Benefits Specialist Designation. 

My focus at Mission Financial Planning – My key role is to assist practice owners in implementing a new 401k plan, educating their employees of the value of contributing to a retirement plan and providing the practice owner ongoing support with the plan administration.

Approach – My goal is to make the set up and maintenance of the 401k as easy as possible for the practice owner.  And to help the employees value the 401k plan as a valuable benefit provided to them.

When I’m not working – You’ll find me cuddling with my kitty, Raven, in my garden, helping my HOA or traveling near and far.

I have over 20 years of accounting and tax experience: in CPA firms doing bookkeeping, audit, and tax services for clients, in a corporate setting doing various tax and analytical functions, and as an independent contractor providing accounting services to small businesses. Specifically, I have helped with the set up of the accounting books and record-keeping functions, prepared and maintained budgets, handled accounts receivable and payable, prepared monthly reconciliations and financial statements, processed payroll and related returns, responded to government notices, filed quarterly estimated tax payments, and prepared income tax returns. I worked for both medium and large public accounting firms (Kellogg & Andelson and Ernst & Young), for Butler Manufacturing (tax department and internal analysis) and independently for individuals (tax work) and small businesses (bookkeeping and tax compliance) before joining Mission Financial Planning.