I became a financial advisor to have a significant impact on my community and my client's lives. I aspire to be the first person my clients think of when they need advice or guidance on a topic, regardless if it's a financial matter. My passion for investing began at a young age and I enjoy teaching others the tools and strategies to build wealth.

My primary focus is helping to plan for retirement and establishing business retirement plans, wealth transfer goals, philanthropy goals, investment goals and cash management. Our clients can expect professionalism, accuracy and personalized care.

I partner with clients to ensure they feel understood, informed, in control and secure. My ultimate goal is to take the pain and fear out of organizing, prioritizing and working towards multiple financial goals. Whether it's providing detailed explanations on the markets, reviewing portfolios, discussing industry trends or reviewing risk, I make it a priority to use analogies or pictures so that the complex can be easily understood.

Our partnership structure at Edward Jones enables me to focus on what is truly important, my clients. We do not have a one size fits all investment strategy; I dive into your goals to create a custom strategy. I will assist you through multiple stages of life, from entering the workplace to nearing retirement and beyond. We build strong relationships with our clients and partner with their professional team of CPAs, estate and family law attorneys and more.

Outside the office, you will find me participating in soccer, snowboarding and scuba diving. I am passionate about giving back, so I volunteer with local organizations such as the NE Tacoma Healthy Kids Coalition. My husband, Mike, and I have been married for five years and enjoy spoiling our dogs, Bentley and Sugar. We recently had our first child, a baby boy named Ryder. We spend lots of time going on family walks and enjoying activities around Tacoma.

Our office is currently accepting new clients. Call my office and let's discuss the possibility of working together to organize, prioritize and work towards your financial goals today.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Retirement Savings Strategies
  • Wealth Strategies

My Personal Interests

  • Soccer
  • Scuba Diving
  • Snowboarding
  • Baseball
  • Jogging

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 06:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 02:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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