CJ’s interest in financial planning was shaped by personal experience. She believes financial planning is an ongoing process that evolves with life’s changes. CJ works closely with individuals and families to align their wealth with their goals, values, and long-term vision. She has experience working with multigenerational families to create lasting legacies, aviation families navigating complex situations, divorce planning, and working with clients in significant life transitions (career change, RSUs, college planning, and inheritance).
CJ earned a Bachelor of Science in Finance and a Certificate in International Business from the W.P. Carey School of Business at Arizona State University. She is a CERTIFIED FINANCIAL PLANNER® professional and Certified Divorce Financial Analyst® (CDFA®).
A lifelong Arizona resident, CJ lives in the aviation community, where she was raised, with her husband and their two boys. Outside of work, she enjoys biking, camping, motorcycles, and aviation. She is also passionate about financial education and supporting young adults through mentorship and financial literacy programs.
