As the Founder and Financial Adviser of Freel Ascent Insurance & Financial Services, my mission is to empower individuals and families to achieve financial independence with confidence and clarity. Financial solutions, to me, go beyond numbers; they are about offering guidance through life’s pivotal decisions and providing unwavering support on each client’s journey to a secure and fulfilling future.

My story begins in the picturesque South Lake Tahoe, where I developed a deep appreciation for resilience, community, and perseverance. During the challenges of the COVID-19 pandemic, like so many others, I found myself re-evaluating my priorities and seeking purpose during a time of uncertainty. It was then that I discovered my calling: to help others find financial stability and freedom. I realized that by guiding others through their financial journeys, I could help them feel empowered and supported every step of the way—especially because I know firsthand the value of having a trusted guide.

My own journey began with marrying young, having children early, and navigating life’s complexities on my own. I made my fair share of financial mistakes, but after a divorce and the challenges that followed, I made a conscious decision to do better. I wanted to make wiser financial choices, but I didn’t have anyone to turn to for guidance—financial conversations were often considered taboo. After entering the financial services industry, I realized I wasn’t alone, and how much information I wish I’d known in my younger years. That’s why I’m passionate about educating others and providing the guidance I never had, so they can achieve their goals faster and more efficiently.

With over 20 years of experience in client service, I bring a wealth of knowledge to my role as your financial guide. My background includes working with high-net-worth clients in the hospitality and gaming industries, as well as corporate clientele, which has given me a unique understanding of the diverse needs my clients face. I’m deeply committed to continuous development, always striving to be better than my future self. This passion fuels my personal and professional growth, ensuring that my clients always have access to the best resources and insights available.

In addition to my practical experience, I hold the FINRA Series 7 and 66 licenses, along with the Financial Services Certified Professional (FSCP®) designation, which allows me to provide strategic, client-centered guidance tailored to life’s complexities.

At Freel Ascent, we operate with an education-first and protection-first approach—empowering clients with the knowledge and strategies they need to secure their financial futures. My commitment to you is to serve as a steadfast guide, helping you ascend to financial independence with clarity and confidence. Whether you are building wealth, planning for retirement, or protecting your legacy, I’m here to ensure you have the personalized, comprehensive support you need.

When you partner with me, you’re not just gaining a Financial Adviser; you’re gaining a team of experienced professionals dedicated to helping you rise to new heights. I believe every client’s journey is unique, and my role is to understand your needs, build a lasting relationship, and offer tailored solutions that align with your goals and dreams.

Outside of work, you’ll find me spending quality time with my family, exploring the outdoors, or giving back to the community that raised me. As a board member with Live Violence Free, a local non-profit committed to promoting a safe and supportive environment, I’m proud to contribute to causes that matter deeply to me.

Thank you for taking the time to learn more about me and the vision behind Freel Ascent Financial. I look forward to helping you ascend to financial independence with confidence and clarity.