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I was born and raised in Fair Oaks, California (near Sacramento) and relocated with my family to the Reno area in 1994. After years in the workforce, I took a break to raise a family. During that time, I found myself in need of financial advice. Because our children attended the same school, I happened to be acquainted with the Levy family and knew that Mark Levy was a financial advisor. I set up a consultation with Mark and recognized his expertise in the field. Not only was he wise in his services and advice, but he encouraged me to pursue future endeavors that would establish my financial stability.
In 2000, I re-entered the workforce. Through my experiences of working in the construction industry and medical field, I developed skills in administrative support and procedures including client service, reception, scheduling, billing and accounts payable. Still in touch with Mark Levy, he approached me with a request to assist him in the opening of Legacy Wealth Planning. What began as an 8-day, temporary position evolved into a rewarding permanent position as Office Manager for this wonderful company. It’s a privilege to be part of the team at Legacy Wealth Planning.
I’m a proud single-parent of two children, Ryan, 19, who is a junior at the University of Oregon in Eugene and Katelyn, 16, a junior at Reed High School. In my spare time, I enjoy gardening, scrapbooking, watching Katelyn play volleyball for her high school and club teams and attending U of O football games with Ryan.