Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Investments
  • Estate Planning Strategies
  • Saving for Education
  • Domestic Partner Planning
  • Retirement Plan Distribution


  • CRPC™ Chartered Retirement Planning Counselor™
  • APMA™ Accredited Portfolio Management Advisor™


  • Master of Business Administration, Portland State University
  • Bachelor of Science in Psychology, Southern Oregon Unversity

Awards & recognition

  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2022

Community participation


SCUBA Diving - I have a passion for exploring the underwater world by teaching SCUBA diving as an assistant instructor and traveling with my family and friends.

Golf - I really enjoy walking a round of 18 with clients and friends, building relationships while sharing an activity we all enjoy.