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

  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Retirement Plan Distribution
  • Sustainable and Responsible Investing
  • Wealth Preservation Strategies
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • B.A., 1978, Marketing, University of Oregon Lundquist School of Business, Eugene, OR

Interests

  • In my free time, I love to ride my bicycle, hike, garden and read.
  • My husband and I enjoy attending the theater and concerts.
  • In winter, we alpine and nordic ski and snowshoe.
  • We love the opportunities for recreation in this area!
  • Our son, Alex, is a Civil Engineer for TetraTech in downtown Seattle. Our daughter, Megan, is living in Aukland, New Zealand where she is an outdoor instructor for the YMCA.
  • We love being empty nesters, and we love visiting with our kids when we can.

Community participation

Ham on Regal: A Fundraising variety show to benefit Ferris High School. Money raised since 1963 to benefit academics, activities, and athletics: Over 2 Million!

2nd Harvest: Our office participates in an annual Food Drive

Crescendo CommunityChorus: Volunteered as Head of Marketing and spent time on the Board of Directors.

Bike to Work and School Week: Commute to work every day during this event.

My office is open

I remain committed to serving clients. I am available to meet by phone or online and will continue to hold all client meetings as scheduled. The health and wellbeing of our clients is a top priority. Please take care of yourselves and those around you.