Throughout my career in financial services, I've leveraged my compassion, attention to detail, and dependability to help clients achieve their financial goals. I strive to keep clients happy and on track, always prioritizing their needs.
With a background as a financial advisor, I hold the CERTIFIED FINANCIAL PLANNER® certification, Certified Divorce Financial Analyst® and Chartered Retirement Planning Counselor® designations. I specialize in financial planning, divorce planning, and helping women achieve financial independence.
I joined Bend Wealth Advisors in October 2020, drawn to the chance to work under Raymond James because of their reputation and access to technology. I knew I could best serve our clients here. Having worked with Stu Malakoff for years, the opportunity to join him when he started his own business was one I couldn't pass up.
My career in financial services started immediately after college as a receptionist, where I first discovered my passion for helping clients make informed financial decisions. Since then, I've held various roles within the industry, including registered client associate, paraplanner, and financial advisor at Ameriprise and Merrill Lynch. I earned a bachelor's degree in English with a minor in political science from UCLA.
Born and raised in Bend, Oregon, I enjoy spending time with my husband and young son, traveling, enjoying good food, and making the most of Central Oregon's outdoor activities like snowboarding at Mt. Bachelor, fishing, and camping.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.