Born and raised in Oak Harbor, it was a thrill to watch my children graduate from my alma mater in 2014, 2015, and 2016. The two oldest, Caley and Dakota, spent 4 years as varsity runners, swimmers, and soccer players, with Caley being named Athlete of the Year in 2014. The youngest, Mara, tried running and cheerleading but found her niche with DECA and qualified for national competition three years in a row. Having homeschooled them all through 8th grade, I like to take credit for their top-15 academic rankings when they graduated from Oak Harbor High School. I also like to take credit for their athletic prowess, though they actually received those genes from their dad, Steve.

After graduating with a BA in linguistics from Arizona State University, it didn't take me long to realize my favorite thing to do is TEACH. I spent 28 years teaching everything from tumbling and flag football to Spanish and world history. I retired from teaching children in January 2018 to embark on a new adventure... teaching adults.

As an Edward Jones financial advisor, I enjoy providing in-depth consultations, learning what's really important to my clients, and collaborating with them on a plan to achieve their goals. I get excited when we corral miscellaneous retirement plans, investment accounts, and savings accounts and bring them under one roof to be managed cohesively in a way that makes the most sense to achieve each client's individual goals. I feel success when we find 401(k), 403(b), and 457 plans that have been left behind and sometimes forgotten. I love providing a visual of your retirement plan and overall financial health, combined with recommendations for improvements and a path forward.

Dear to my heart are new investors who want to learn about the value of saving and planning for retirement early, and parents who would like to save for their children's education with 529 plans.

Please call; I look forward to hearing YOUR story.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • New Investors

My Personal Interests

  • Spending Time with Family
  • Volunteering
  • Soccer
  • Music
  • Active Lifestyle

Office Information

Office Address

380 S E Pioneer Way Suite 102 Oak Harbor, WA 98277

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Web Conferencing

Branch Team

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