Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

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1
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Family Finances
  • Retirement Income Strategies
  • Investment Management
  • Cash Flow Management Strategies
  • Charitable Giving Strategies

Education

  • Bachelor of Science in Business with Human Resource Management, University of Phoenix, Phoenix, AZ

Interests

A few things I love to do when not helping clients reach their dreams:

  • Spending quality time with family and friends.
  • Enjoy traveling & playing different golf courses.
  • Health & fitness.
  • Enjoying the beautiful PNW outdoors with our two dogs, Athena & Marley.
  • Fun times playing on a local pool (billiards) league.