Together, my mother and I first founded Covey & Covey in 1980. Since then, I've spent nearly four decades offering financial planning solutions to community members and local news organizations in the greater San Diego area.
As my career progressed, I earned my CERTIFIED FINANCIAL PLANNER™ designation as well as FINRA Series 1, 7, 24, 63 and 66 licenses. In addition, I’m licensed to offer life, disability and long-term care insurance.
As a CERTIFIED FINANCIAL PLANNER™, I am held to a strict code of ethics. I act as a fiduciary for my clients, meaning all advice, strategies and solutions I present are created only in your best interest.
Over the years, I’ve developed a passion for sharing my experience and insight with others through financial planning seminars. I’ve previously presented talks at organizations including National University, San Diego Community College District, San Diego State Extension and the University of California at La Jolla. Additionally, I’ve offered classes and seminars for employees and organizations including the San Diego Zoological Society, National University, Cubic Corporation and the GKN Chem-tronics Corporation.
My love of educating others about their finances started with a degree in education from Oregon State University, where I graduated cum laude.
When I’m not helping others develop their financial plan, I enjoy spending time at home with my husband, Gary. Together we take good care of our labradoodle Tucker and Reggie, our grumpy 18-year-old rescue cat. We’re also very, very proud grandparents to our three grandchildren, who live in Atlanta.
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