Advisor profile


My approach

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

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies
  • Wealth Preservation Strategies
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Bachelor of Arts, Major in Russian Language - University of Oregon, Eugene, OR

Interests

I love to travel, having visited most of the 50 states and much of the world.

I also love to read and meet regularly with a book club.

Cooking for friends and family is a passion of mine, as is playing golf.

Community participation

        Oregon Food Bank

    I work quarterly at the Oregon Food Bank with a group of friends. It is such rewarding work and humbling to know how many Oregonians are hungry every day.

Professional associations

  • Oregon Association of Tax Consultants
  • National Association of Tax Preparers

Previous experience

  • Harrower Tax Services LLC, 1992 to present