I am blessed each day, witnessing generations of clients and their families go to college, travel the world, enjoy their hobbies and eventually retire with a newfound purpose. Experiencing those successes inspires me to serve my clients and advance what truly matters most to them.

After I graduated from Western Washington University with a Bachelor of Arts in communication and business, I returned to my hometown of Sequim, where my great-great grandparents were pioneers in 1909. Since then, I furthered my education and acquired my AAMS® certification to deepen my ability to serve clients.

I listen, care and wholeheartedly dedicate myself to helping clients achieve their unique definition of financial success. Clients often come to me in times of transition, such as retirement, receiving an inheritance or having newly relocated to the area, and many are multi-generational families. I enjoy serving clients and their loved ones locally and virtually across more than 20 states.

As part of my process, I invest my time getting to know my clients and their aspirations and motivations before providing recommendations. This means that every client in my practice has a personalized financial strategy we develop together, based on their unique goals and priorities. My branch partner, Sherry, and I take pride in providing exceptional service, where clients feel understood, in control and ultimately secure with their financial life.

Outside of the office, I enjoy spending time with family and friends, exercising and travel. I hope to visit Ireland with my parents and husband, David, next year. We have an orange tabby named Mr. Fox who loves to follow us around. As a lifelong learner, I have been taking pottery classes and enjoying baking.

It is my great joy and my deep responsibility to help clients live out their life goals and to be a trusted resource for them. I welcome the opportunity to be your financial partner. It all starts with a conversation – let's get started.

Focus areas

  • Retirement Income Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Insurance & Annuities
  • Estate & Legacy Strategies
  • Charitable Giving

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Traveling
  • Skiing
  • Cycling

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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