Advisor profile


What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Saving for Education
  • Insurance
  • Retirement Income Strategies
15
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • BA Western Washington University - 1995

Interests

When I'm not working to better the lives of my clients, I try to feed my passion for golf at many area golf courses, and play in amateur tournaments in the summer. During the winter, you can find me on a basketball court officiating women's college basketball. Weekend trips with Robyn and Admiral to all the wonderful adventures the American Southwest offers are also on tap! I've discovered a love to hike and will take on a portion of the Pacific Crest Trail in 2023.

Community participation

  • Collegiate Women's Basketball Official
  • Volunteer - Oregon Junior Golf

Awards & recognition

  • Ultimate Digital Excellence Award, 2021

Professional associations

  • Northwest Intercollegiate Basketball Officials Association
  • Great Northwest Athletic Conference Official