I am an Oregon native and an avid outdoor enthusiast who enjoys hiking, skiing, and everything this region has to offer. I am passionate about running and have participated in the annual Hood to Coast Relay for 19 years. This is a 199-mile, overnight, long-distance relay race held in Oregon. In my spare time, I enjoy traveling, spending time with family and loved ones, and cheering on my Ducks!
I graduated with honors from the University of Oregon with degrees in Criminology and Business. Throughout my life experiences as a collegiate athlete, I learned the true meaning of dedication, perseverance, and hard work. As a Financial Advisor, I carry these lessons with me and apply the same diligence to my clients’ goals.
My approach to financial planning is a bit different than most. When I help my clients, I know that I am not just assisting them with their current finances, I am helping them plan for a fulfilling future. This takes time, and with more than 15 years of industry experience, I am fully prepared to be your advisor for the long haul.
As a Chartered Retirement Planning CounselorSM, I specialize in retirement planning. I enjoy getting to know my clients on a personal level, hearing about their goals, and developing an appropriate mix of products and services designed to bring the most potential for their financial well-being.
Just as training for a race takes time, so do professional relationships and investing. My life and professional experiences have enabled me to take the time to understand my clients’ unique needs, and I enjoy nourishing those relationships.
If you, or someone you know, would like to know more about retirement strategies, saving for college, or general financial planning, give me a call or email. We can chat in person, online, or during a run!
- Forbes list of America’s Best-in-State Next-Generation Wealth Advisors, 2019
- Forbes America’s Top Women Advisors, 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.
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 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.