I was drawn to this profession because I love helping individuals, families and businesses reach their full potential. I am fortunate to have a career that fulfills that desire and to work for a company that values an honest, ethical and transparent practice. My mission is to partner with my clients to put all the pieces of their financial picture together in a proactive and holistic way so that they feel confident in their financial future.

I partner with people who have passions that are important to them; many of whom can manage their financial life but simply prefer not to spend their time that way or prefer to partner with a professional. I enjoy working with individuals and families who aren't afraid of a little hard work. These people mimic the communities in which I grew up. I am a Midwestern native and a proud alumna of Ohio University and The Ohio State University.

My business partner, Brenda Heaney, and I attend to the details of our clients' lives. We partner with our clients to clarify their goals, values and dreams; and to provide excellent service. We use our structured planning process, implementation and follow-up so they can focus on what's most important to them. When valuable for my clients, I regularly collaborate with their CPAs and attorneys.

My husband, Adam, and I found the Oregon Coast in 2001 when he started his career at Southwestern Oregon Community College. We spend our time at soccer games, hiking and camping with our two kids. I love a good walk, a good book and all things fiber, including buying and collecting yarn, knitting and talking about knitting. My roles on the Bandon Chamber of Commerce Board and Leadership Coos Steering Committee are also very important to me.

We love serving our friends and neighbors in our community. What's most important to you? We welcome a conversation to learn more about you and your family and how we can help you meet your goals.

Focus areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Business Retirement Plans
  • Socially Conscious Investing
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Hiking
  • Crocheting/Knitting
  • Camping
  • Reading

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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