Managing your finances isn’t as overwhelming when you have the right team by your side. We take time to understand what matters most to you, then work together to provide clear advice and consistent support along the way. With a team approach, shared accountability helps keep things on track. Feel more confident, connected and in control of your financial future.
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Over 12 years as a financial planning specialist
Farmstead startup co-owner and financial agent
Bachelor of Arts, University of Oregon
Over 20 years of customer service experience
Over 2 years of escrow accounting experience
Bachelor of Science, University of Oregon
Let's meet to discuss what's most important to you.
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I will contact you to set up a complimentary initial meeting. During the initial conversation, we’ll discuss your financial goals, needs and the personalized advice I provide if you decide to work with me.
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