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.

Get started
21
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
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Saving for Education

Education

  • Hesser College - Associates Degree, Business
  • Daniel Webster College - Bachelor of Science, Business with a minor in Accounting

Awards & recognition

  • Five Star Wealth Manager, 2012 -2017, 2019-2021

Community participation

  • Former board member of Tualatin Amateur Radio and Emergency Services (TARES)
  • Former board member of Tualatin Arts and Advisory Committee (TAAC)
  • Volunteer for the Rolling Hills Church Community Programs
  • Donor for American Red Cross Blood Mobile
  • Donor for Locks of Love and Pantene

Supporter Of:

  • Doernbecher Children's Hospital
  • Oregon Humane Society
  • Catlin Gabel School of Portland and Veritas School of Newberg
  • Tigard/Tualatin School District

Breast Cancer Fighter since 2018:

  • Supporter of OHSU Foundation
  • Supporter of Susan G. Komen
  • Participant in Breast Friends

Interests

  • Spending time with my family
  • Officiating weddings through Bells Bows and Vows
  • Padi-certified diver, tennis, skiing
  • Donating time to Rolling Hills Shelter
  • Drawing
  • Licensed Ham Radio Handler - ID KI7DLY

My photos

5 albums
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