For more than two decades, I have helped people with their financial needs at every stage of their life and career.
I believe that your values are embedded in each major decision you make and my goals-based approach strives to match your principles and beliefs with strategic, customized investment choices.
Over the years, I have watched how financial education can empower a client's decisions and help them gain greater control over their wealth. That's why I work hard to make sure you understand the solutions I provide to you, how they fit into your overall plan, and how they are designed to impact your financial situation.
I learned the value of creating strong relationships and financial roadmaps from my grandmother, who was a Financial Advisor at a time when 99% of Advisors were men. I am proud to carry on her tradition. My client relationships are based on trust and mutual respect, and my comprehensive investment plans are designed to meet each client's needs, now and in the future. I also pride myself on crafting wealth management strategies that anticipate and address life's transitions, whether it's gaining or losing a partner, providing for a child or ailing family member, or starting or ending a successful career. I don't believe in taking unnecessary risks with your money. My two decades of experience help give me foresight into risks and opportunities, not only in the markets, but also in my clients' lives.
I grew up on the Kitsap Peninsula of Puget Sound and love everything that this beautiful part of the world has to offer. I entered the financial services industry in 2002 after graduating from the Business Leadership Program at the University of Puget Sound in Tacoma, Washington. I started in a small community bank, before going to Morgan Stanley in 2012 to grow my practice. I joined Wells Fargo Advisors in 2021, to support our Premier Clients in the Tacoma area.
Outside of work, my husband and I enjoy caring for our three dogs and devoting time to causes and organizations that have personal meaning for us. In my free time, I try to stay active, and love hiking, my daily yoga practice, weekend baking, and travel.
Estate Planning Strategies
Retirement Planning
Impact Investing
Education Planning
Legacy Planning
Risk Management
Over the years, I have watched how financial education can empower a client's decisions and help them gain greater control over their wealth. That's why I work hard to make sure you understand the solutions I provide to you, how they fit into your overall plan, and how they are designed to impact your financial situation.
I learned the value of creating strong relationships and financial roadmaps from my grandmother, who was a Financial Advisor at a time when 99% of Advisors were men. I am proud to carry on her tradition. My client relationships are based on trust and mutual respect, and my comprehensive investment plans are designed to meet each client's needs, now and in the future. I also pride myself on crafting wealth management strategies that anticipate and address life's transitions, whether it's gaining or losing a partner, providing for a child or ailing family member, or starting or ending a successful career. I don't believe in taking unnecessary risks with your money. My two decades of experience help give me foresight into risks and opportunities, not only in the markets, but also in my clients' lives.
I grew up on the Kitsap Peninsula of Puget Sound and love everything that this beautiful part of the world has to offer. I entered the financial services industry in 2002 after graduating from the Business Leadership Program at the University of Puget Sound in Tacoma, Washington. I started in a small community bank, before going to Morgan Stanley in 2012 to grow my practice. I joined Wells Fargo Advisors in 2021, to support our Premier Clients in the Tacoma area.
Outside of work, my husband and I enjoy caring for our three dogs and devoting time to causes and organizations that have personal meaning for us. In my free time, I try to stay active, and love hiking, my daily yoga practice, weekend baking, and travel.
Services Include:
Investment PlanningEstate Planning Strategies
Retirement Planning
Impact Investing
Education Planning
Legacy Planning
Risk Management