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

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7 License
  • Series 66 License

Interests

Family

Involved in kids sports, soccer, track, cross country, basketball and football

Mud runs, obstacle

Community participation

Volunteers at Clark County Food Bank

Volunteers at Santa's Posse

Professional associations

  • Dedicated member of the Colon Cancer Alliance since 2015

Previous experience

  • Financial Advisor, Madison Avenue Securities LLC, 2015 – 2020, Vancouver, WA
  • Financial Advisor, AE Wealth Management, 2019 - 2020, Vancouver, WA