Team profile

What you can expect when you work with us

Our purpose is to help you feel confident, connected and in control of your financial life. The right financial advice can help prepare you for whatever life brings – both the expected and the unexpected.

When you work with us, 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.
Request a consultation

Areas of focus

  • Intergenerational Planning
  • Investment Management
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Awards & recognition

  • Mapmakers Financial, Ameriprise Client Experience Award, 2021

Community participation

We enjoy dedicating time to help out at the Oregon Food Bank.
We enjoy dedicating time to help out at the Oregon Food Bank.

Each of our team members participates in a variety of volunteering opportunities for different non-profits in our community. Our personal experiences working with these charities shape who we are and reflect our values.

  • Oregon Food Bank
  • American Red Cross
  • Tigard-Tualatin School District
  • Junior Achievement of Oregon & SW Washington