Advisor profile


My approach

I care about what’s important to you

Your financial goals are individual, and I can help you achieve them.

I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else.

The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life.

With the right financial advice, life can be brilliant.

Areas of focus

  • Business Retirement Plans
  • Women's Financial Strategies
  • Retirement Income Strategies
  • Investments
  • Wealth Preservation Strategies
  • Estate Planning Strategies
9
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

Previous experience

  • Wells Fargo- Portland Brokerage Associate, 2011-2013