I first learned about the financial industry in my father’s CPA office. He was patient and thorough with clients, and through him I received an invaluable education in the nuts and bolts of financial decision making (I also learned how to stay cool under pressure during tax season). I taught English overseas before finding a permanent home in investment advising, and I now am a CERTIFIED FINANCIAL PLANNER ™ professional and hold an Accredited Asset Management Specialist℠ (AAMS®) certification.
I love helping people make long-term financial decisions bit by bit, and I’m so glad I work for a firm that focuses on steady growth over greed or fear. My job is to make investing less intimidating and show our clients that slow, steady discipline can help them achieve any goal. When they leave our office, I want our clients to feel calm, empowered, and motivated.
Our office has a great ability to bounce ideas off each other so we can contribute to the overall growth of the firm. There’s no better way to learn than from working with experienced people who bring fresh ideas to the table, and that’s the environment I step into every morning. Our generational staff ensures that we have a high level of experience now and will for decades to come.
I am a University of Oregon graduate and have traveled extensively throughout the world. My husband, Michael, and I hop on a plane every chance we get. We’re also avid hikers and bikers and can frequently be found in the company of our furry canine companion, Suai.