My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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4
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
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