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 peace of mind. 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 portfolios.
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 America’s Top Women Advisors 2020, 2022
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.
Qualifications: holds series 7. 63 and 66 securities licenses; life and health insurance licensed with variable endorsements.
Chartered Retirement Planning CounselorSM AND CRPC® are registered service marks of the College for Financial Planning®.
The Investment Management Consultant title is awarded to those who complete the Raymond James Institute of Investment Management Consulting program.
The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 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, 6,389 individuals considered for our Next-Gen ranking, based on thresholds and 1,484 received the award.
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.
Forbes America’s top Women Wealth Advisors, The Forbes ranking of America’s Top Women Advisors was developed by SHOOK Research and is based on in-person, virtual and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: wealth advisors with a minimum of 7 years of experience, client impact, industry experience, review of best practices and compliance records, firm nominations; and quantitative criteria, including: 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. Research Summary (As of February, 2022) 34,500 nominations were received, based on thresholds (9,850 Women) 18,465 Advisors were invited to complete the online survey. 13,549 Advisors were interviewed by telephone. 2,610 Advisors were interviewed in-person at the Advisors' location and 1,203 were Advisor web based interviews. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC. Raymond James is not affiliated with Forbes 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.