Being the best mom I can be, while focusing on my financial planning practice is my objective.  I have two amazing daughters, Reese (20) and Norah (18), 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.

 

 

Education

Gonzaga University, BA in Finance & Marketing, Seattle University, MBA

Hobbies

I find great pleasure in staying physically active, cooking, doing good things for others, camping, reading, movies & live theater.

Affiliations & Memberships

Financial Planning Association

Community Involvement

PTSA - Hamlin Robinson & Cleveland High School, Fauntleroy UCC Member, Stolen Youth Board Member