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.

Get started
17
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
  • Retirement Planning Strategies
  • Sustainable and Responsible Investing
  • Women's Financial Strategies
  • Retirement Plan Distribution
  • Investments
  • Insurance
  • Family Finances

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CRPC™ Chartered Retirement Planning Counselor™

Education

  • Master of Business Administration, Corporate Finance Specialization, Walden University, 2012
  • Bachelor's Degree in Business Administration, Central Washington University, 2007

Interests

  • Spending time with family. My husband, Dennis, and I have 2 daughters, Hailey and Brianna.
  • Camping. Many weekends in the summer are spent visiting some of our favorite campgrounds: Mossy Rock, Steamboat, Lake Chelan.