Humanizing investing is my goal. While money cannot buy happiness, it is a source of pride and accomplishment, and fuels our aspirations. We have an emotional relationship with money, and logic can go out the window in times of stress or life changes. I can help you stay on course.

Prior to moving to Portland, I was born, raised and worked in Silicon Valley. As important as technology has become in our everyday lives, working in tech left me unfulfilled. This led to self-employment in health, fitness and marketing. These pursuits that did not always fit the typical 9-5 job; I had irregular income and a need to create my own retirement plans. I draw upon these experiences to help my clients.

No two clients have the same financial goals. I want to understand what is important to you to help create a strategy that allows you live richly by spending time with family and friends, building your business or pursuing your passions. I use an established process to build customized strategies to help you achieve your goals, and I will partner with you to help keep you on track.

Giving back is important to me. In my personal time, I run a local house concert series which financially supports independent musicians while giving the people of my community access to great talent.
Career Changers: The modern worker changes careers multiple times, for various reasons. Let's look at what this means for you.
Female Investors: I am particularly inspired to ensure female investors have a strong, personalized financial strategy. Let's plan together for your typically longer life.
Socially and Environmentally Conscious Investing: Diversity, inclusion, equity and the environment are important values to me. Let’s leave the world a better place.

You can also find me enjoying the beauty of Oregon by bike or seeking cool, shady trails by foot. I graduated from the University of California at Berkeley with a degree in English and still enjoy a great thought-provoking poem.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Business Retirement Plans
  • Divorce Finances
  • College Savings
  • Socially Conscious Investing

My Personal Interests

  • Gardening
  • Health & Nutrition
  • Personal Fitness
  • Yoga
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings

Branch Team

Email Me

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