CJ's journey into finance was inspired by her father, a pilot whose legacy she stepped into at a young age. Faced with unexpected responsibilities, she pursued a finance degree to empower herself and handle challenging family circumstances. This experience taught her the value of financial education, which she now shares with others to help them choose the best paths for their futures. CJ earned her Bachelor of Science degree in Finance and Certificate of International Business from the W.P. Carey School of Business at Arizona State University in 2005. She is also a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst (CDFA® ). She believes financial planning is a dynamic process that evolves with you, and she is passionate about guiding her clients through it. She enjoys working with generational families, as she appreciates learning about their dynamics and providing insights that nurture positive relationships. Her approach is thoughtful and empathetic, always focused on fostering positive outcomes.
Growing up in Arizona, CJ still lives in the airpark community where she was raised, surrounded by neighbors she has known for years. Her life is enriched by her husband, their two wonderful boys, and their shared love for outdoor adventures like biking, camping, motorcycles and flying. In her free time, she is involved with financial mentorship programs where she supports young adults in learning about financial planning.