Yvette offers 14 years of industry experience. By working one-on-one with individuals and families, she helps her clients mindfully manage, build, and protect their wealth. Her journey into the financial industry began when she helped her mother through widowhood and saw firsthand the challenges families face when navigating the financial world during major life events.
Yvette, a military veteran wife and mother, is passionate about supporting women and veterans. Drawing from her own experiences, she empathizes with the unique challenges these groups encounter. Her mission is to dismantle negative beliefs and insecurities surrounding finances through open dialogue. Yvette fosters a comfortable atmosphere where discussions naturally turn towards a positive financial mindset and planning for retirement, providing a path forward for those she assists.
Yvette attained her B.A. from California State University, San Bernardino. In 2012 she moved to Arizona when her husband was medically discharged from the United States Marine Corps. She enjoys volunteering at her sons’ school and watching them play baseball. Yvette resides in Queen Creek with her family.
17200 N Perimeter Dr
Suite 203
Scottsdale, AZ 85255
Office: (480) 483-7300
Fax: (480) 443-4810
Toll Free: (800) 694-5994
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