California Lutheran University Alumni
Enjoys spending time outdoors with her family
Avid board game enthusiast
Will video conference with clients to make it easier
Sally’s #1 philosophy in her financial planning practice is: “Every interaction, every decision is based on genuine concern for your financial needs.” She is an Investment Advisor Representative with Trilogy Capital, Inc. She holds her Series 65 registration, as well as a California Health, Life and Disability Insurance License. She graduated from California Lutheran University in Thousand Oaks, CA earning her degree in Business Management.
She is committed to building long-term relationships, providing motivation and inspiration to her clients. She understands the importance of a relationship with open-communication, staying in contact with her clients by reviewing their financial situation on a continual basis and staying adaptable to life changes to ensure her clients remain on track as life happens.
As a software engineer for a Fortune 500 company, she understands the need for comprehensive planning using skillsets that require an eye for details, analytics and a passion to continue to research and learn more so her clients can pursue their financial goals. She is able to apply the technical ‘how-to’ developed from the corporate level with her small business and individual clients.
Sally balances her life between helping clients to live fulfilled lives while fulfilling her own life. She has 4 grandsons who remind her to appreciate every day. Her family can’t say ‘No’ to experiencing new outdoor adventures together, but they also enjoy ‘friendly’ board game nights with fun-loving competitiveness.
Preparation for retirement is extremely important, and it extends well beyond finances. That’s why you need to work on your retirement compatibility with your partner way before you stop working.
When selecting a Financial Advisor, it’s important to know they will be looking out for you and the money you worked hard for all your life. Not all financial advisors are the same. When considering a financial advisor to partner with, it’s important to know if they are fiduciaries, meaning they will be ethically obligated to work in your best interests to help you reach your goals.
Financial Life Planning is about actually starting — taking a few good steps in the right direction and then taking a few more.
Financial Life Planning is fundamentally about taking a few good steps in the right direction and then taking a few more. Trilogy Financial has established regional offices from coast to coast with the clear vision of helping millions of Americans pursue financial independence, every day.