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
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • Series 7 Series 63 Series 65

Professional associations

  • Juliaetta/Kendrick Women's Business Network
  • KJ7 Community Development Association

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 1994-2019

Community participation

  • Tacoma Pierce County Blood Services - Platelets Donor
  • American Cancer Society - Sponsor
  • Talk of Tacoma Toastmasters - Advanced Silver Toastmaster

Interests

Family - We are very close and I travel annually with my siblings!

We love our fur-babies, and have always adopted Rescue Pets (Pugs)

Motorcycles - We are passionate about collecting, restoring, showing and riding vintage motorcycles, and have always been active in the motorcycling community.

Seattle Seahawks Fan "#12" for life!

Love to Travel; from "Toes in the sand" in Cabo San Lucas, MX to wine tasting throughout the Pacific Northwest

Ravenous Reader of everything from Biographies & Mysteries to the Classics.