Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Registered staff: Series 7 and Series 66
Bachelors Degree in Economics
8+ years experience with data entry
Journeyman Computer -Peripheral- Equipment Operator
Successfully completed 3-month intensive internship, including observing in-office meetings with clients
Bachelor of Science - Finance and Business Operations Analytics, University of Oregon
Operations Professional with Ameriprise since 2009
30+ years in Event Planning, Client Service and Hospitality
Certified Notary Public with State of Oregon
Client service professional with Ameriprise since 2000
Extensive experience with account management and service support
Certified Notary Public
Extensive Non-profit Project Management
Experienced Technical Support
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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