As an educator I provide tailored investment strategies, empowering my clients to make financial decisions with clarity and confidence. Financial planning is about more than the value of your investment portfolio or the size of your bank balance. It’s about your economic freedom and living life on your terms, according to your values. You can think of me as your Financial GPS. My knowledge in Financial Planning, Investment Strategy, Wealth Preservation, Life Insurance, and Small Business Retirement Planning empowers my clients to make sound financial decisions for their lives.
I am a Registered Representative and hold my Series 7 and 66 Licenses through LPL Financial as well as my Life Insurance License with Health endorsement. I earned my bachelor’s degree from Washington State University and also attended Western Governors University. I am a PNW native, having grown up in Battle Ground, where I continue to live.