Advisor profile


My approach

Women face different financial considerations. You may be the primary breadwinner, run the household, take care of children and/or elderly parents all while bringing your families together. I use our exclusive Confident Retirement® approach to help my clients feel more confident about their, and their loved ones, financial future. I am personally invested in helping them plan for and enjoy the full and rich lives they’ve earned.

Areas of focus

  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Investment Management
  • Retirement Income Strategies
  • Insurance
9
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
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Science, Biology, George Fox University

Interests

My desire to engage and educate women in all areas of financial wellness drives me on a daily basis. I enjoy hosting women’s educational events for TruBridge Wealth Advisors and believe knowledge is power.

I am a dedicated mom and wife who enjoys traveling, cooking for others and mentoring young people. My two young sons keep me busy, grounded and appreciative of the simple things in life.

Community participation

  • Volunteer for 4word: Portland