GamePlan Wealth was founded to serve individuals and families navigating meaningful financial transitions.

We work with clients facing pivotal moments — the sale or purchase of a business, a liquidity event, inheritance, settlement, divorce, contract change, or retirement. These seasons often come with excitement, uncertainty, and a lot of moving pieces. The decisions made during these times can shape a family’s financial future for decades.

Our role is to bring clarity when things feel complex.

With years of experience guiding individuals through both financial and professional transitions, our team understands that major decisions require more than technical knowledge — they require steady leadership. My background in education and coaching shaped the way we serve clients today: prepared, disciplined, and focused on long-term outcomes rather than short-term reactions.

As a team led by CFP®, ChFC®, and CEPA® professionals, we take a comprehensive approach that goes well beyond managing investments. Significant transitions require thoughtful coordination across tax planning, risk management, estate strategy, income planning, and long-term capital allocation. We work together to ensure those pieces align — and reflect what matters most to you.

Our approach centers on three principles:

Clarity. Alignment. Strategy.

We begin by listening and gaining a deep understanding of your situation and long-term goals.

Then we align your financial resources with your priorities and values.

From there, we build and implement a strategy designed to protect what you’ve built and position you for what comes next.

We proudly serve clients throughout Northern California; including Redding and the surrounding communities, as well as families in Riverton and Rawlins, Wyoming.



Transitions can feel overwhelming.



With the right guidance and a disciplined process, they can also become defining opportunities.



At GamePlan Wealth,

GamePlan Wealth

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