I am committed to empowering my community with the knowledge needed to make informed choices and to help them achieve their dreams. Make this your year to create a strategy to help you live the life you want!

I am proud of my roles as a financial advisor and as a new wife to my husband, Michael. We got married in October 2019 and are now going through all of joys of being newlyweds, including buying our first home and navigating family holidays. We even recently added two new family members! Aspen, a Siberian Husky, and Boston the Boxer; they love to chew up anything they can find, and I love taking them to the dog park. We are members of the Oregon Husky Huddles group, where we get together with other Husky families and let our pups play and run wild! We love our Sunday lunches with family, spent playing Pinochle and Cribbage. Michael and I enjoy fishing together, especially trout, playing board games and working on our house. Michael is the assistant fire chief in Hubbard, and we are both very involved with the community through volunteer work. He runs the training programs for various fire departments, and I am the president of the Salem Kiwanis.

As someone who currently assists many public employees with their retirement plans, my goal is to be a resource for other PERs members serving our great state. I am familiar with the recent changes, as well as the process for applying for benefits.

I also help people with their employer retirement plans when going through job transitions and I work with small businesses to evaluate and create their business retirement plans and transition strategies.

Everyone has different goals and aspirations, which is what makes this business so rewarding. Let me help you get on track to planning for your dream retirement and all of your family's financial goals.

Let's have a no-obligation conversation about how I can help you! I also offer a complimentary second opinion on any current plans and strategies.

Focus areas

  • Retirement Savings Strategies
  • Business Retirement Plans
  • Employee Stock Options
  • Divorce Finances
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies

My Personal Interests

  • Book Collecting
  • Crafts
  • Fishing
  • Board Games
  • Art & Theater

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 06:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed
Request an Appointment

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