I’m passionate about planning. Your journey is unique and I can provide you with the customized financial plan you need so that you can concentrate on your family, health, and career. My knowledge of plans at local companies, especially Nike and Intel, gives me in-depth information to help you coordinate your financial life. My process is a combination of my experience and your goals. Together, we will focus on all areas of your plan including retirement savings and income planning, concentrated stock positions, tax-efficient investing, insurance, estate planning, and college savings.
As a CERTIFIED FINANCIAL PLANNER™ professional and Chartered Retirement Planning Counselor℠ with more than 15 years of experience, I pride myself in speaking plainly. I think educating you on your investments is vitally important for your confidence. I also believe it is imperative that your investments align with your values. For this reason, I work with traditional, alternative, and environmental and socially responsible ones when building your investment portfolio, if requested.
Not surprisingly, I use my planning skills outside of work to coordinate my children’s activities and travel itineraries for my family. I also enjoy breaking out of my Midwestern shell and exploring all the Pacific NW has to offer.
- Forbes America’s top Women Wealth Advisors, 2020
- FORBES Best-In-State Wealth Advisor, Oregon, 2018, 2019, 2020
- Top Wealth Advisor Mom List, Working Mother Magazine, 2017, 2018, 2019, 2020
- Ranked #55 on the 2016 Bank Investment Consultant’s Top 100 Advisor List
Qualifications: holds series 7, 63 and 65 securities licenses; life and health insurance licensed with variable endorsements
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CHARTERED RETIREMENT PLANNING COUNSELOR℠ AND CRPC® are registered service marks of the College for Financial Planning®.
The Working Mother and SHOOK research ranking is based on an algorithm of qualitative and quantitative data. SHOOK Research considered wealth advisors who are mothers with at least one child living at home and under the age of 18 with a minimum 5 years of industry experience. Ranking algorithm is based on qualitative measures derived from telephone and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc.; and quantitative criteria, such as assets under management and revenue generated for their firms. Rankings are based on the opinions of SHOOK Research LLC. Out of 19,616 nominations, 200 made the final list.
Bank Investment Consultant Top 100 - To compile the list, multiple variables were combined into one composite score. The six categories used were: (1) assets under management; (2) trailing-12 month production; (3) percentage increase in AUM from the previous year; (4) percentage increase in T-12 production; (5) amount of fee business; and (6) the ratio of production-per-AUM. The nominees were ranked by each of the six categories and then six different scores were calculated based on where they ranked. Those six scores were used to compile the final list.
These rankings may not be representative of any one client’s experience, are not an endorsement, and are not indicative of the advisor’s future performance. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Raymond James nor any of its Financial Advisors pay a fee in exchange for these awards/rankings. Raymond James is not affiliated with Forbes, SHOOK Research, Working Mother or Bank Investment Consultant.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research is based on an algorithm of qualitative criteria and quantitative data. Those advisors that are considered have a minimum of 7 years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of 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. Raymond James is not affiliated with Forbes or Shook Research, LLC. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
The Forbes ranking of America’s Top 1,000 Women Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data, rating thousands of wealth advisors with a minimum of 7 years of experience and weighing factors like revenue trends, AUM, 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. Research Summary (as of April 2019): 32,000 nominations were received based on thresholds (9,654 women) and 1,000 won. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Forbes nor SHOOK receive a fee in exchange for rankings. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/top-women-advisors/#28abc5bd51f4 for more info.