Being the best mom I can be, while focusing on my financial planning practice is my objective. I have two amazing daughters, Reese (16) and Norah (14), and a wonderful partner at home, all of whom give me the energy to excel as a financial advisor at work.
Preparing for the next step in life isn’t always easy. My team, which includes a CFA with over 20 years' experience in portfolio analysis, possesses the professionalism and product knowledge to service your financial needs at the highest level.
We can provide access to a wide variety of products and planning services to meet your financial goals, estate planning requirements, insurance and income protection needs. Whether you wish to prepare for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Gonzaga University, BA in Finance & Marketing
Seattle University, MBA
I find great pleasure in staying physically active, cooking, doing good things for others, camping, reading, movies & live theater.
Affiliations & Memberships
Financial Planning Association
PTSA - Hamlin Robinson & Cleveland High School
Fauntleroy UCC Member
Stolen Youth Board Member
- Insurance Strategies
- Investment Strategies (Reg. Reps Only)
- Special Needs (ChSNC Required)
- Retirement Income Planning
- Retirement Strategies
- College Funding Strategies
- Financial Education
- Charitable Giving
Coverpath - Get a quote for term life insurance
Check the background of this investment professional on FINRA's BrokerCheck