When I moved to Corvallis in 1990, fresh out of college with my husband Mike, we chose this city for its livability and the engineering program at Oregon State University. After a stable career with a large company, I was looking for a change so decided to get an MBA from OSU while working full time and raising two children. It took five years but was well worth it. My neighbor told me about an opportunity with Edward Jones and it sounded too good to be true – the opportunity to run a business and make a difference in people's lives?

Now, years later, I still absolutely love what I do. It is an honor to be my clients' trusted partner when it comes to financial decisions. I think of myself as a financial guide helping people determine when they can afford to retire, plan income during retirement and make informed decisions regarding taxes and estate plans.

My team includes Karen Montoya, an outstanding office administrator who provides our clients with personalized customer service.

Outside of the office, I enjoy travelling, gardening, hiking, skiing and running. I am a board member of two Corvallis non-profits and a Rotarian. My husband and I now have two grown children and we enjoy spending time with them and the dear friends we have made in this community.

If you think you could use my help, give me a call and let's talk.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning

My Personal Interests

  • Traveling
  • Skiing
  • Hiking
  • Gardening
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

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