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 expertise and familiarity with specific plans at local hi-tech companies 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 CounselorSM 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 peace of mind. 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 Northwest has to offer.
- Forbes America’s top Women Wealth Advisors, 2020, 2021
- Forbes Best-In-State Wealth Advisor, Oregon, 2018, 2019, 2020, 2021
- 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
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®.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice.
2016 Bank Investment Consultant’s Top 100 Advisor List: *Factors in the BIC Top 100 ranking include: AUM, production, percentage change in AUM and production, the amount of fee business from the most recent production figures and the ratio of production per AUM.
2020 Top Wealth Advisor Moms List: SHOOK™ Research considered Wealth Advisors who are mothers with children living at home and under the age of 21. 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. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2020): from a total universe of 300,000 advisors, based on our thresholds we received 32,350 nominations, of which approximately 20% (6,600) were women and less than a quarter (1,238) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. 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. For more information see www.SHOOKresearch.com.
2021 Top Wealth Advisor Moms List: 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 February 2021): 32,810 nominations were received based on thresholds (9,785 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 for more information.
2021 Best In State: The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. 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. For more information, visit: https://www.forbes.com/best-in-state-wealthadvisors.