I have been with Edward Jones for over a decade. Prior to joining the financial firm, I worked in political campaigns and consulting.
Using an established process, I build unique financial strategies for my clients that are designed to help them achieve their personalized goals. I take the time to truly listen and construct measurable objectives tailored to each client's special circumstances. Once the strategies are implemented, I maintain regular contact with my clients to inform them of any developments and address any needs or changes in their situations. Providing a comprehensive service, I can confidentially collaborate with your CPAs, attorneys and insurance specialists, always keeping my clients' goals at the forefront.
I am proud to serve a diverse clientele, whose goals range from increasing income to saving for higher education and planning for a successful retirement. I regularly work with multi-generational families to develop unique strategies of wealth transfer. For small business owners, I create strategies for business succession, growing assets, transferring wealth and reducing taxes. My clients can feel confident that I will work tirelessly to help them achieve their goals.
As a dedicated financial partner, I explain complex financial concepts in easily understandable terms so my clients feel engaged and in control of their futures. For me, there is no greater joy than seeing my clients feel confident in their financial futures and achieving their long-term goals.
Outside of my role with Edward Jones, I enjoy participating in all the wonderful local activities that Baker County has to offer. I love running, biking, growing beautiful flowers, drinking lots of strong coffee and spending quality time with my husband and children.
- Business Retirement Plans
- Retirement Savings Strategies
- Retirement Income Strategies
- Entrepreneurs & Business Owners
- Intergenerational Planning
- Wealth Strategies
My Personal Interests
- Health & Nutrition
- Home Décor
- Spending Time with Family
- Wine Collecting/Enthusiast
Office Address2017 First Street
Baker City, OR 97814 opens in a new window
Mailing AddressPo Box 409
Baker City, OR 97814