Advisor profile


What you can expect when you work with me

 My 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 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. Request a consultation

Areas of focus

  • Investments
  • Retirement Income Strategies
  • Family Finances
  • Retirement Planning Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Bachelors of Science - Psychology and Applied Health - Oregon State University
  • Masters of Science - Public Health, Occupational Safety and Health - Oregon State University

Interests

  • Hiking, especially the waterfalls in Oregon and Washington
  • Camping / Fishing
  • Waterskiing / Boating
  • Oregon State University Athletics
  • Vacationing with Family (Favorite locations are: Central Oregon, Hawaii, Caribbean)
  • Spending quality time with my husband Chris, my two daughters, Ashley and Christina and our family pets
  • City League Softball

Community participation

Heartland Humane Society

SafeHaven Human Society

Corvallis Neighborhood Watch Captain

Previous experience

  • Financial Advisor, Edward Jones, 2003-2015, Corvallis, Oregon, 12 years