For over 25 years, individuals and families have chosen to work with me when they seek a deeply personal, experienced, and creative approach to financial planning. I vividly recall working with a family navigating the challenging period after the loss of a loved one. They needed more than just financial advice; they needed empathy and guidance to reestablish their financial stability. By crafting a tailored plan that aligned with their emotional and financial needs, I helped them find confidence and focus on healing.
Leading with empathy and genuine care sets our service apart from other financial advisors. In another instance, I assisted a retired HP engineer who was passionate about giving back to the community through a charitable trust. We developed a comprehensive plan that balanced his desire for a comfortable retirement with his philanthropic goals. This trust not only provided ongoing support to causes he cared deeply about but also offered significant tax benefits, allowing him to help maximize his impact. This personalized approach ensured his values and legacy would endure.
I specialize in crafting individualized strategies that reflect my clients’ unique goals, timelines, and risk tolerance. My philosophy is simple: rather than fitting clients into pre-existing plans, I educate and empower them to make informed decisions that align with their values and aspirations. This isn’t just about managing numbers; it’s about building trust and providing the support needed to navigate life’s financial complexities.
Living in the beautiful Willamette Valley has taught me the importance of balance—cherishing life’s moments while planning for the future. Whether attending local concerts, exploring new wineries, or hiking with my family, I value experiences that enrich life. This philosophy extends to my work, helping clients achieve their financial goals while enjoying the journey.
Let’s create a financial plan that is as unique as your story. I am here to support and guide you, every step of the way.
Qualifications: holds series 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements. For specific tax advice, please consult a tax professional. The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
The Forbes ranking of Best-In-State Women Wealth Advisors Best-In-State, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of seven years of experience and weighing factors like revenue trends, assets under management, compliance records, industry experience and best practices learned through telephone and in-person interviews. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. This ranking is based upon the period from 6/30/24 to 6/30/25 and was released on 02/04/2026. Research Summary (as of February 2026): 51,403 nominations were received and 2,852 women won. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the ranking. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/lists/best-in-state-women-advisors for more info.