AIF®, CFP®, CRPC®
Managing Partner, Fundamental Choice Portfolio Manager
Pathlight Advisors
As the Managing Partner at Pathlight Advisors, I empower individuals and families to navigate their financial journeys with confidence. Holding the CFP®, CRPC®, and AIF® designations, I have been immersed in finance and banking in Scottsdale, AZ, since 2001. I’m honored to serve on the Retirement Advisors Council and proud to be recognized as one of Forbes' 2025 Top Women Wealth Advisors.
Before my career in Arizona, I worked on two presidential campaigns and several congressional races in Washington, D.C., bringing a deep understanding of leadership and strategy to my financial practice. Passionate about supporting working mothers, I host a podcast exploring the intersection of career and family, and my insights have been featured in major publications.
I was privileged to serve as the first chairwoman of the ARA Council for Women and contribute to the NAPA Governmental Affairs Committee, advocating for meaningful industry change. In addition, I sit on the board of the Care Fund, championing families in need. Most importantly, I’m a proud mom of two sons.
www.preparetoretire.net
480-591-1999
Scottsdale, AZ
Client Plans: 77
Participants: 12,102
*2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23 - 9/30/24 (Source: Forbes.com) The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.
Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Pathlight Advisors is a separate entity from WFAFN. PM-12092026-8053916.1.1
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