Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Business Retirement Plans
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Securities licenses 7, 63 and 65
  • Oregon and Washington Life and Health insurance licenses

Education

  • University of the Pacific - Bachelor of Music

Interests

I love Portland for its proximity to a wealth of recreational opportunities - hiking, rock climbing, kayaking, camping, biking, and wake-boarding rank high on my list of things to do. I also force myself to run because I'm training (very slowly) for a half marathon. My personal background is rooted in music and theater so I sing, dance, and perform whenever possible, as well as go to various shows and concerts. When I'm not in the office, outside, or on stage, I spend as much time as I can with my amazing friends and family, especially my adorable niece. In my spare, spare time, I enjoy traveling the world.

Community participation

I love to be involved in my community. I am on the board of the Fruit Valley Foundation, which supports the Fruit Valley neighborhood of Vancouver with educational and economical opportunities. I enjoy serving meals at and giving monetary support to Share Vancouver, which helps economically disadvantaged Vancouver residents get back on their feet. The Humane Society for SW Washington holds a special place in my heart because I adopted my darling dog from them, and I often volunteer at their facility. Another cause that is near and dear: Women's heart health. Heart disease is the leading cause of death in women, and I want to see that change.

Awards & recognition

  • Ameriprise Top Achiever Award, 2015
  • Vancouver Business Journal Accomplished and Under 40, 2018
  • Ameriprise Client Experience Award, 2020,2021
  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Wells Fargo- Portland Brokerage Associate, 2011-2013