picture of a planner

Here to act in your best interests

About me

I draw on my experience to help my clients plan ahead for the goals they hope to achieve, for themselves and for their family. Seeing them work hard to succeed gives me a great sense of accomplishment. When not at work, there’s never a dull moment with my husband and four kids. We’re always on the move, traveling, hiking, camping and scuba diving.


Chartered Retirement Planning Counselor™


Bachelor of Science, Psychology - Portland State University

Master of Business Administration - University of Phoenix

Visit one of our Locations

Portland II - Vancouver

203 SE Park Plaza Drive

Park Tower II, Suite 115

Vancouver, WA 98684

Portland I - Portland

10500 SW Greenburg Road

Suite 200

Portland, OR 97223

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Market Insights – April

    Should you try to hedge against inflation?