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.

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28
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
  • Wealth Preservation Strategies
  • Investment Management
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Business Retirement Plans
  • Investments
  • Sustainable and Responsible Investing
  • Retirement Plan Distribution
  • Insurance
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Charitable Giving
  • Intergenerational Planning
  • Tax Planning Strategies
  • Cash Flow Management Strategies
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Social Security Retirement Benefits

Qualifications

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

Education

  • BS, Finance, University of Oregon, Eugene, Oregon

Awards & recognition

  • Fulcrum Wealth Management Group, Forbes Best-in-State Wealth Management Teams, 2024
  • Fulcrum Wealth Management Group, Ameriprise Client Experience Award, 2021-2023

Previous experience

  • Vice President of Sales, CNL Securities, 2014-2016, Portland, OR, 2 years
  • Client Advisor, JP Morgan, 2012-2014, Northwest Territory, 2 years
  • Senior Regional VP, Deutsche Asset Management, 2004-2012

Community participation

I volunteer at the Second Harvest; a non-profit organization that brings community resources through empowerment, education and partnership. To get involved go to www.2-harvest.org

  • Friends of Badger- Maintaining hiking trails of Tri-Cities

Interests

I started skiing at a young age with my parents and siblings. My love and enthusiasm for the sport led me into competitive ski racing at 8 years of age. I participated as a member of my high school and college race teams and continue to race competitively even now. Through the sport my fondness for the beauty of the West Coast developed. I haven't stopped traveling and exploring the natural wonders of the West Coast since! Additionally, I enjoy hiking the amazing trails of the Pacific NW. The outdoors is my refuge.