Markets Battle Back in April Watch now to see what outperformed #PointWealthCM #TariffTurmoilUpdate

Positioning Your Portfolio Amid Volatility: vimeo.com/1087168621/0e9… #YahooFinance #PointWealthCM #Markets

Happy Pride Month!!! Grateful for LPL’s on-going support of our Pride community advisors!

S&P Breaks Out in May, Bonds Break Down #PointWealthCM #MayinReview #Tariffs

Honored to be named one of Advisor Hub’s 2025 100 Women Advisors to Watch. Grateful for the clients who trust me and the team that supports me every step of the way.

Please join us TONIGHT for our Mid-Year Outlook webinar: Pointwealth’s Mid-Year Outlook Date: Wednesday, July 2nd Time: 5pm PST / 8pm EST Zoom Link: us02web.zoom.us/j/84171010895

June 2025 in Review: Record Highs, Rising Debt, and the Potential for an Upside Surprise #PointWealthCM #Markets #JuneinReview

Glad to share my process on how to nurture firm culture and develop your next gen with Danielle Walker with Advisor Perspectives. Without my strong team, I would never have been able to double my practice this past year. advisorperspectives.com/articles/2025/… #PointwealthCM #BestTeamEver

Honored to be recognized as Portfolio Manager of the Year by InvestmentNews Women to Watch. Grateful to be among such inspiring leaders in our industry.

July in Review: Markets Hit Record Highs in July #PointWealthCM #Markets #JulyinReview

August in Review: U.S. Equities Advance and Global Markets Surge in August #PointWealthCM #Markets #AugustinReview

Please join us today for our Pointwealth Q3 Market Update: Time: 12pm PST / 3pm EST Tune in to hear our thoughts on the current state of the market and where we are seeing opportunities, as well as where we are treading lightly. Zoom link: us02web.zoom.us/j/85146509838?…

September in Review: September sees Mega surge, Fed cut

What 2025 tells us about 2026. #PointwealthCM #Markets #YearinReview

Will 2026 be a repeat of 2025? Or will the market struggle to continue the rally? We will discuss this in our Q4 Market Update Webinar, taking place today at 11am PST / 2pm EST. Feel free to join. #PointwealthCM #MarketUpdate us02web.zoom.us/j/83620843859?…

Official Bruce Springsteen video of Streets of Minneapolis. Powerful. #springsteen #Minneapolis

Sunday mornings at the farmers market have become a life-giving ritual for me. The same growers show up week after week, doing honest work and thinking long-term, rain or shine. Your investments should be the same, dynamic but grounded so you can focus on what matters most.

Earlier last month we did January 2026 in Review. How did markets kick off 2026? From early trends to key risks ahead. Tune in. #PointwealthCM #MarketUpdate

Thrilled to share that I've been named a 2026 Forbes Best-in-State Top Women Wealth Advisor for the 5th year in a row. It never gets old to be recognized by my industry, peers and clients. I’m proud to stand next to so many talented women shaping the future of wealth management.

Turning Point: February Signals Investors Should Know #PointwealthCM #MarketUpdate