With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.
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Operations Professional with Ameriprise since 2009
30+ years in Event Planning, Client Service and Hospitality
Certified Notary Public with State of Oregon
Client service professional with Ameriprise since 2000
Extensive experience with account management and service support
Certified Notary Public
Extensive Non-profit Project Management
Experienced Technical Support
Bachelors Degree in Economics
7+ years experience with data entry
Journeyman Computer -Peripheral- Equipment Operator
Successfully completed 3-month intensive internship, including observing in-office meetings with clients
Bachelor of Science - Finance and Business Operations Analytics, University of Oregon
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