Working with clients is a great joy and privilege that I find fulfilling, and helping someone reach his or her financial goals is a cause for celebration. That is why I have devoted my entire career to working in the financial services industry. With a degree and background in public accounting and taxation, transitioning into a career as a financial advisor was a natural fit. I am able to use my financial knowledge and problem solving skills to create financial strategies that fit my clients' needs, while also engaging in my love of people through interactions with wonderful folks who appreciate and value my services.
I serve a variety of clients, from those just starting to save to those who have saved for years, and everyone in-between. I enjoy teaching people about the investing world and try to make every appointment informative and interesting. At Edward Jones and in my office, you are the star and understanding your needs and what is important to you is our #1 priority.
I moved to Oregon from Colorado in 2012. To me, Oregon is a state of perpetual beauty and I celebrate every day here -- rain or shine. When I am not working at Edward Jones, I enjoy tending my chickens, gardening, reading and spending time on the amazing Oregon coast.
My other activities and groups include church, Kiwanis and McMinnville Chamber of Commerce.
If you are not already a client, I would love to make your acquaintance; and for those who are already my clients, thank you from the bottom of my heart. You honor me by letting me be a part of such an important aspect of your lives.
My Personal Interests
Office Address1018 N E Third Street Suite B
Mc Minnville, OR 97128
|Mon||08:00AM - 05:00PM|
|Tue||08:00AM - 05:00PM|
|Wed||08:00AM - 05:00PM|
|Thu||08:00AM - 05:00PM|
|Fri||08:00AM - 03:30PM|
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