Areas of Expertise:
- Financial Education
- Cash Flow Automation
- Pension Planning
- Retirement Income Design
Education & Certifications:
- CERTIFIED FINANCIAL PLANNER™CFP®
- University of California, Davis – Certificate in Personal Financial Planning
- California State University, Chico – BS, Business Administration/Strategic Management
- Founder, Waller Financial Coaching, Inc.
- Investment Advisor Representative, The H Group, Inc.
- Financial Planner, Ameriprise Financial
- Training Manager, American Express Financial Advisors
- Management Trainee, Franklin Templeton Investments
Leadership and Memberships:
- Member, National Association of Personal Financial Advisors (NAPFA)
- Member, XYPN Network
A great planning tip:
Take time to think about the things that are most important to you. Frequently ask yourself if you are acting in alignment with your goals.
Why I love what I do:
I love helping people develop and implement strategies so they can get more out of their life and their money. Moving confidently in the world is easier when you know you have a solid financial foundation.
What brings me joy outside of work:
I enjoy endurance athletics and developing my skills. I have recently started mountain biking and thoroughly enjoy spending time with my family.