I’m a born and raised Tucsonan who can never get enough of our breathtaking sunrises — and soul-soothing sunsets. You’ll usually find me out on a nature walk with my energetic Doberman puppy, Scar (yes, named after The Lion King villain). My boyfriend and I are proud dog parents, and life stays pretty full with his two amazing kids—one who recently joined the U.S. Air Force and the other an up-and-coming volleyball star!
In our downtime, we’re all about cheering for our favorite sports teams, hosting backyard BBQs with a cold one in hand, having the secret family recipe and making memories with family and friends. As the proud Tia to nine incredible nephews and nieces (from 9 months to 24 years old), I love supporting them in every way I can—whether it’s attending school events, crafting together, or having impromptu sing-alongs. Seeing their joy is truly the highlight of my life.
I joined the finance world back in 2010, unsure of where it would take me, but I quickly discovered a passion for helping others understand their finances, whether it’s guiding adults toward financial success or teaching the next generation how to take charge of their financial future. The relationships I’ve built along the way have been amazing, and I’m so grateful for the lifelong friendships I’ve made.
When I joined the team in 2022 as a Relationship Manager, I’ve been continually inspired by our team’s unwavering commitment to putting clients first. From day one, it was clear I had found my professional home providing true client support. That trust led me to Meridian Strategic Wealth Group “SWG”, where we continue to collaborate, building our own path, to put our clients’ best interests at the heart of everything we do. Supporting Chase Gelardi, Shawn Best & Sergio Ortiz, we’re dedicated to building lasting relationships, while helping our clients every step of the way.
By Sergio V. Ortiz A Common Experience, With a Recognizable Pattern In my experience, there’s a moment that tends to surface for professionals in fields like dentistry, medicine, and other
By Chase Gelardi, CFP® If you joined Honeywell before the pension plan was frozen in the early 2000s, there’s a good chance you still have a legacy benefit. If you’re
Each quarter, we provide the latest market and economic updates, valuable planning insights, and other relevant information to help you stay informed. Data Monitor Inflation Consumer price inflation has moderated
By Chase Gelardi, CFP® In my experience, a long career at a publicly traded company can often evolve in ways employees don’t fully anticipate. Everyone’s path is different, but one pattern
By Sergio Ortiz Recently, my wife and I went out to dinner with a group of friends. She’s a nurse practitioner, and before long the conversation turned to the practice
By Chase Gelardi, CFP® Intel has been one of the largest employers in the Phoenix area for decades, after establishing a long-term presence here in the 1970s. For many employees,
