For over 20 years, I've been dedicated to helping clients define and map out their financial goals while staying abreast of industry trends and building enduring relationships.

As the President and Wealth Manager at Vande Bossche Financial Planning & Wealth Management, I take pride in overseeing client acquisition, retention, and relations, as well as driving innovative corporate leadership in wealth and investment management. For me, the most fulfilling aspect of my role is being able to assist others along their financial journey.

My wife Mary and I reside in Yorba Linda, cherishing the small-town atmosphere and the proximity to our two children, Patrick and Kristen, and their families.

With a commitment to lifelong learning, I hold a bachelor’s degree in business with a marketing emphasis, alongside my Series 6, 7, 63, and 65 licenses through LPL Financial. My areas of experience include financial planning, generational planning, and investment management.

During my downtime, you'll often find me out on the golf course, hitting the mountain biking trails, or sailing the open waters. Additionally, I'm passionate about giving back to my community through involvement in the Rotary Club and various other organizations.

For over a decade, I've been deeply involved in crafting financial planning strategies, guiding clients through education and understanding of their unique goals, particularly focusing on retirement planning and the intricacies of distribution plans.

In my role as the Director of Financial Planning at Vande Bossche Financial Planning & Wealth Management, I take charge of asset management, crafting comprehensive financial plans, and overseeing our services to 401(k) clients. What drives me most is witnessing my clients pursue their financial and personal aspirations—it's incredibly fulfilling.

I'm a proud alumna of Washington State University, holding a bachelor’s degree in business. Additionally, I've obtained the Series 7 and Series 66 securities licenses, held through LPL Financial. I'm also honored to be recognized as a Retirement Income Certified Professional® and a Certified Financial Planner® practitioner. 

My husband Kai and I call Anaheim Hills home, relishing in its family-friendly atmosphere. Spending quality time with my loved ones, especially reading to my children, brings me immense joy. I'm also deeply involved in 44 Women for Orangewood, finding purpose in serving our community.

_{RICP conferred by The American College.}

Working as a financial analyst at Vande Bossche Financial Planning & Wealth Management, I thrive on the daily challenges that come my way. Each day presents an opportunity for me to leverage my skills in research, analysis, and problem-solving to support our advisors in facilitating our clients' growth.

My role encompasses a wide range of responsibilities, including investment analysis, data analysis, trading, account management, and providing in-house tech support. I take great pride in contributing to the team in these diverse capacities.

As an alumnus of the University of California, Los Angeles, I graduated with a Bachelor of Science in Applied Mathematics. My commitment to professional development led me to pursue and obtain my Certified Investment Management Analyst^® certification through Yale University.

Orange County is where I call home, and I cherish its proximity to the beach, desert, and mountains—all within an hour's drive. Outside of work, you'll often find me spending quality time with my family, indulging in activities like climbing, backpacking, stargazing, and capturing moments through photography.

In my role as the Director of Operations and Office Manager at Vande Bossche Financial Planning & Wealth Management, I'm entrusted with expertly handling the day-to-day operations, human resources, investment support processes, and nurturing client relationships.

With over 18 years of experience in the financial industry, I've become the go-to person, leveraging my depth of knowledge to assist both clients and colleagues alike. I take pride in fostering a sense of belonging within the Vande Bossche team, making everyone feel right at home.

As mentioned, my husband John and I reside in the charming community of Yorba Linda, relishing in its reputation as the 'Land of Gracious Living.' Family holds a special place in my heart, including our children and grandchildren.

I graduated from Washington State University, earning Bachelor of Arts degrees in communications with a focus on public relations, as well as graphic design. Additionally, I hold Series 63 and Series 7 securities licenses through LPL Financial.

Beyond the office, I'm deeply involved in serving our community through my role on the Board of Directors for 44 Women for Orangewood, an organization dedicated to supporting foster and community youth in Orange County.

In my leisure time, I enjoy indulging in activities like golfing, hiking, and exploring the scenic vineyards of Paso Robles. However, nothing brings me greater joy than spending quality time with my loved ones, whether it's with family or cherished friends.

I’m a dedicated professional with a background in education and a passion for meaningful connections. After earning my Bachelor's in English with a focus on Creative Writing from Azusa Pacific University, I spent over a decade as a middle school teacher, specializing in English, digital literacy, and student engagement.

In 2022, I transitioned into finance, where I now apply my communication and relationship-building skills to serve clients effectively. I thrive on creating inclusive spaces, organizing client events, and ensuring everyone feels valued. My goal—whether in education or finance—remains the same: to uplift and empower others through genuine connection and care.