I am an Oregon native and an avid outdoor enthusiast. My family enjoys hiking, skiing, and everything the Pacific Northwest has to offer, including running! I have participated in the Hood to Coast Relay for more than 20 years. This is a 199 mile, overnight, long-distance relay race held annually in Oregon.
Throughout my life, and as a runner and collegiate athlete, I have always focused on the core competencies of dedication, perseverance, and hard work. After graduating with honors from University of Oregon with degrees in Business and Criminology, my path led to banking and finance and ultimately to the role of Financial Advisor. Now I apply the same disciplined focus and diligent attention to meeting the needs of my clients.
I began my career in 2002 at a credit union, and started obtaining my investment licenses in 2005. As a CERTIFIED FINANCIAL PLANNER® practitioner, I work under a fiduciary standard of care, which ensures that client needs are always top priority and as a Chartered Retirement Planning CounselorSM, I specialize in retirement planning services.
I believe educating others about investments is vitally important for their financial future. I also believe it is imperative that a client’s investments align with their values. For this reason, we may work with a mix of traditional, alternative, and environmental & socially responsible organizations when building investment strategies.
I enjoy getting to know my clients. Learning about their life goals and personal experiences helps develop a finely tuned plan to meet their individual needs. By aligning an appropriate mix of products and services designed specifically for each client, we hope to garner the highest potential for financial well-being. What I love most about being a Financial Advisor is the personal relationships that I build with my clients over the years as we work together collaboratively to address all their financial needs as time and circumstances evolve.
Forbes Best-In-State Next Generation Wealth Advisors list, 2019
Forbes Top Women Wealth Advisors list, 2020
Qualifications: holds series 6, 7, 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
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.
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.