Welcome! As the Founder 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, goes beyond numbers; it’s about providing guidance through life’s pivotal decisions and supporting each client’s journey toward a secure and fulfilling future.

My story begins in the picturesque landscape of 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 in a time of uncertainty. It was then that I discovered my calling: to help others find financial stability and freedom. I realized I wanted to make a meaningful difference in people’s lives by guiding them through their financial journeys, ensuring they feel empowered and supported every step of the way.

With over 20 years of experience in client service, I bring a wealth of knowledge and dedication to my role as your financial guide. My background as an account manager working with high-net-worth clients in the hospitality and gaming industries, as well as with corporate clientele, has equipped me with a deep understanding of the unique needs of diverse clients. I am passionate about continuous development, always striving to be better than my future self and committed to lifelong learning. This dedication not only fuels my personal and professional growth but ensures my clients have access to the best resources and insights to make informed decisions.

My professional journey has led me to become a Financial Services Certified Professional (FSCP®), with Series 6 and 63 licenses. These credentials allow me to provide strategic, client-centered guidance that adapts to life’s complexities.

Partnering with me means having a team of experienced industry professionals by your side, ready to guide you to new heights. My approach is driven by an education-first and protection-first model, focusing on empowering you with knowledge and strategies that align with your goals and safeguard your future. At Freel Ascent, we value integrity, personal connection, and genuine support. I believe that each client’s financial journey is unique, and my role is to be a steadfast guide, offering tailored advice that aligns with individual goals and dreams. I take pride in building lasting relationships with clients who feel seen, heard, and understood.

When I’m not working with clients, you’ll likely 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 dedicated to promoting a safe, supportive and violence-free community, I’m honored 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, LLC. I look forward to helping you ascend to financial independence with confidence.