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 20 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 America’s Top Women Wealth Advisors Best-In-State, Oregon, 2022, 2023
- Forbes Best-In-State Wealth Advisor, Oregon, 2018, 2019, 2020, 2021, 2022
- Top Wealth Advisor Mom List, Working Mother Magazine, 2018, 2019, 2020
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 Technology 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.