As a financial advisor, I prioritize building and developing relationships with my clients. I take the time to listen carefully to their needs and goals. I then develop personal solutions tailored specifically to their situations. After implementing the strategies, I monitor progress and maintain regular contact to address any needs or changes in their lives. When beneficial to my clients, I collaborate with CPAs, attorneys and other professionals, always respecting client confidentiality.

I am a dedicated, lifelong financial advisor to my clients. I work tirelessly to help keep families and business owners on track with their financial strategy to grow, organize, protect and transfer wealth. I often work with successful business professionals who desire exceptional service. Many of my clients are also individuals approaching retirement and families seeking guidance on transferring wealth. I especially enjoy the challenges of addressing complex financial situations.

After graduating from Oregon State University with honors, I joined Edward Jones as a financial advisor in 2001. To further enhance my skillset, I earned both the CFP® and AAMS® professional designations. I am also licensed to serve clients in 21 states. Therefore, I am uniquely prepared to address a wide range of client needs.

Within the firm, I have served in numerous leadership roles and am currently a regional recruiting leader, responsible for hiring and training new financial advisors. I am an active member of my community and volunteer with Liberty House, am a member and past president of the Rotary Club of West Salem and a board member of the Alzheimer’s Network of Oregon. In my free time, I enjoy golf, travel, hiking, theater and reading.

Our Branch's Purpose Statement:
As a team, we are committed to combining our unique backgrounds, knowledge and skillsets to support and advocate for our clients' goals over their lifetime and legacy. We enthusiastically celebrate client's successes and thoughtfully help mitigate their challenges.