Like all great love stories, my interest in investing started with a chance encounter. At age 15, I was walking home from school with a friend of mine, who needed to stop by her dad’s office downtown. Her father was an investor and we chatted while she grabbed what she needed. In that short conversation, I was hooked. I thought investing was fascinating. I started investing my hard-earned dollars from lawn mowing, and in college became an economics major with the idea of becoming a financial advisor.

After college, I pursued my other great passion: the outdoors. In the outdoor industry, I had the opportunity to work with both major brands like Patagonia and North Face, as well as boutique retailers and buying groups. It taught me the value of long-term investments and diversification, as well as the value of truly understanding the customer’s intentions.

As raft guides like to say, “First you do it for fun, then you do it for friends, then you do it for money.” Through my time in outdoor retail, I kept investing--and in 2009, I made the shift to Edward Jones. I wanted to run my own practice, create a legacy for my children and support others in doing the same.

Whether you are ready to start investing for retirement, saving for long-term goals like sending children to college or you run a small business and are curious how investing can help you, I’ve got you covered. I take time with each of my clients to understand your values and goals and create a strategy to help reach them. You will always be greeted with a smile and know that I am here for you. We can build your legacy together.