Misty is a financial advisor who has made a personal commitment to help simplify the complex world of investing and retirement planning for those she serves. Throughout her more than 20-year career in the financial services industry, she has utilized her compassion, attention to detail and honesty to help ensure that clients are provided the high level of dedicated service they deserve. Misty strives to develop tailored plans that help lead to greater financial confidence and enjoys working one-on-one with her clients as they set their financial lives on a solid course.
Prior to joining Desert City Wealth Management in December 2017, Misty served as vice president of wealth management for Citi Personal Wealth Management in Palm Desert from 2005 to 2017. As a CFP® certificant, Misty is dedicated to helping her clients work toward their financial goals by guiding them through the investment planning process set forth by the Certified Financial Planner Board of Standards. She earned her bachelor’s degree in arts psychology and human development from the University of California, San Diego.
Born in Palm Springs and raised in Morongo Valley, Misty makes her home in Joshua Tree with her husband, Zachariah, and their children, Destanie and Andrew. Misty stays active in her community as a board member and volunteer with the Yucca Valley High School music department.