Financial planning is more than numbers – it's about creating clarity and confidence for the future you envision. With over 15 years of experience in the financial industry, I bring a comprehensive understanding of both commercial and personal finance. Since joining Addison Avenue Investment Services in 2025, my priority has been understanding what matters most to our clients and delivering meaningful value in their lives.
As a Certified Financial Planner® professional and holder of the CFA Institute's Sustainable Investing Certificate, I am committed to providing thoughtful and strategic guidance aligned with your values. My approach is simple yet intentional: I listen deeply, uncover what truly inspires you, and integrate the pieces of the financial planning puzzle to create impactful solutions in your life. Empowering you to achieve your goals with confidence is the most fulfilling aspect of my work.
Beyond my professional role, I am passionate about community engagement and lifelong learning. I recently completed a five-year tenure on the Commercial Real Estate Women Portland board, concluding as Past President. I remain active in the Financial Planning Association and Portland Women in Investment Management, fostering connections and advancing industry knowledge.
Outside of work, I value spending quality time with friends, family, and my Westie. I maintain an active lifestyle through cycling, dancing, and running. Traveling has been integral to broadening my perspectives, renewing my energy, and creating opportunities to connect with people while exploring diverse culinary traditions.
Qualifications: holds series 7 and 66 securities licenses
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.