Felicia has always been fascinated with teaching, learning, and financial well-being. As a result, she has combined her passions with her expertise to help individuals plan a secure financial future. Felicia began her career in auditing, where she earned her CPA and developed an understanding of business operations and finance. She then shifted to tax services to have a more direct impact on individuals and earned her CFP® along the way. Her goal is to build long-lasting relationships, teaching others and empowering them to align their financial goals with their life objectives.

She specializes in working with women in tech and employees with equity compensation including stock options and stock purchase plans.

Felicia lives with her fiancé and two cats in Las Vegas. In her free time, she enjoys traveling to new places, sampling local cuisine, hiking, reading, and spending time with loved ones.


  • Chapman University, 2012-2016, Orange, CA
    Bachelor of Science, Accounting and Business Administration
  • Texas A&M University, 2021
    Financial Planning Capstone for Accelerated Path
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