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
2
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Planning Strategies
  • Insurance
  • Investment Management

Education

  • Associates of Applied Science in Horticulture, Chemeketa Community College, 2018

Previous experience

  • Oregon Army National Guard, Sergeant, 2014- Current, 10 Years
  • Oregon National Guard State Partnership Program, Project NCO, 2018, 6 Months
  • Soil Application Specialist/ Landscape Contractor, Highway Fuel Co., 2018-2021, 3 Years

Community participation

I enjoy volunteering and being involved in my local community. Most of my recent volunteer time has revolved around my children and their interests, such as being a part of school fundraisers and events, coaching sports or helping in other capacities that I feel a calling to.

Interests

Being a financial advisor is one of many hats I wear. When I'm not at work, you can find me spending quality time with family, fishing, hiking, playing video games, or camping. I have a rumbunctious four-year-old daughter and a tender hearted ten-year-old son who are a balancing act of chaos and peace. I enjoy writing and self-producing music, gardening, doing DIY home improvements, and diving deep into a good book.

My photos

1 albums
close