CRPC™Request an appointment
Here to act in your best interests
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, Portland State University
Master of Business Administration, University of Phoenix
Visit one of our Locations
Portland I - Portland
10500 SW Greenburg Road
Portland, OR 97223
Portland II - Vancouver
203 SE Park Plaza Drive
Park Tower II, Suite 115
Vancouver, WA 98684
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 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 insight as well as our client service associates who can provide you with additional resources and support.