A Chinese proverb says, “A Journey of a thousand miles begins with a single step”. While this can be applied to many paths, I especially believe this to be true when it comes to one’s financial journey. I take pride in helping people take that first step. Helping people achieve financial success is at the heart of what I do for my clients each day. We all work hard for what we have, and it's my aim to help make what you have work hard for you.
Working in the Financial Services industry since 2007, I have had the opportunity to help many people in various roles over the last 15 years. In addition to being a Certified Financial Planner™, I hold the series 6, 7, 63 and 65 securities licenses as well as my Life Insurance License with Health endorsement. I graduated from Portland State University with a Bachelor of Science Degree in Sociology.
As a native to the Pacific Northwest, I hold a special place in my heart for rainy days but can’t wait each year for the beautiful spring and summer months to get outdoors. I love exploring the beauty this part of the world has to offer with my family and two mini schnauzers. The sunny days also bring the opportunity to go cruising with my husband in our classic 1951 Chevrolet Bel Air.