Simplified Financial Advice.
About Sally
I have been in the financial services industry since 2008, working with Ameriprise Financial Services and private wealth management companies. I graduated from Appalachian State University with a BS in Communications and Marketing. I am a licensed AZ notary.
I add value to our clients by having years of experience in the financial services industry. I listen to the clients’ needs and address them quickly and efficiently.
I have 3 sons that are my world. Robert is a professional dancer living in Los Angeles, Mitchell is an EMT living in Denver and Nick is a student at the University of Arizona. I have a rescue cat named Sunny.
I enjoy tap dancing and social dancing. I love the beach and warm weather. I love to travel and am always open to a spontaneous weekend getaway. I enjoy refinishing small pieces of furniture and crafting.
Favorite food:
Filet Mignon with sauteed mushrooms
Best piece of financial advice received:
Diversify your investments
Favorite quote:
Live, Laugh, Love
Hidden Talent:
Sewing
Favorite book:
I read romance novels
Favorite TV show:
NCIS
What motivates you:
Someone telling me I cannot do something
Favorite holiday:
Christmas
Something on your bucket list:
Travel overseas
Place you’d most like to visti:
Greece
Biggest accomplishment:
Raising 3 well rounded, accomplished sons