My parents came to the United States from the Azores Islands, Portugal, in search of a better life. My upbringing cultivated my passion for helping people improve the direction of their lives and their families. My life experiences help me to serve my clients as a caring and dedicated financial advisor.
Using a solutions-based process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I work to get to know clients and their families to better understand their ambitions, and I focus on what matters most by asking questions and actively listening. In order to provide a comprehensive service, I collaborate with my clients' CPAs, attorneys and other trusted professionals.
I am proud to serve a variety of clients with diverse goals. I work with individuals, families and businesses to address the following areas: retirement savings and income strategies, estate considerations and wealth transfer strategies, survivor and long-term care needs, and education savings. I am especially passionate about empowering female investors.
In addition to serving clients, I have held several leadership roles, and I currently serve as the inclusion and diversity leader for my region. I love being part of the Edward Jones family, and for me, it truly is family: my husband, brother and brother-in-law are also financial advisors.
I enjoy being active in the Gresham community and am involved with Rotary, Soroptimist and the Chamber. I am also treasurer for the Legacy Mt. Hood Medical Center Foundation and an investment committee member for Legacy Health Foundations.
In my free time, I love to cook, read, paddleboard, travel and spend time with my tight-knit family.
I understand that deciding to work with a financial advisor is an important one. If you'd like to have a conversation about your goals, investments, or insurance, please contact me today! Together, we can build and help protect a future for you and your family.
My Personal Interests
- Spending Time with Family
Office Address701 NE Division St
Gresham, OR 97030 opens in a new window