Helping high achievers navigate all aspects of their financial well-being so they can maximize their family, personal and business wealth – is what I love doing. My areas of focus are helping owners of rapidly growing businesses, professional athletes, executives with company stock and options, and sophisticated individuals with complex situations to live the meaningful lives they desire.

I have been helping financial services clients to achieve their goals since 2008. Prior to joining Edward Jones, I worked for Russell Investments, helping large institutions with their trading practices. I have two degrees from the University of Washington and earned the Chartered Financial Analyst™ (CFA®)* designation.

My husband, Buck, and I live in Buckley with our two daughters, Leila and Vail. When I'm not in the office, you can find me having thought-provoking conversations with friends, working out, meditating, or enjoying the great outdoors with my family—hiking, skiing or traveling to new places in our family motorhome.

*The CFA Institute awards the CFA® designation to those who have passed the CFA Program, a graduate-level self-study curriculum and examination program for investment professionals that covers a broad range of investment topics. The CFA Program requires up to 300 hours of study for each of three exams and can take from two to five years to complete.

Focus areas

  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Employee Stock Options
  • Wealth Strategies

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