For as long as I can remember, I have been dedicated to serving others. I started my career as a high school math teacher in Springfield, Oregon and after six wonderful years in the classroom, I decided to seek out a new path in which I could still follow my passion for education while making an impactful difference in people's lives.

As a new teacher, I had minimal guidance on how to prepare for retirement. I heard stories of numerous colleagues that were woefully unprepared for their lives after teaching and others that had sought out help to thoughtfully plan for their goals. I realized the difference that financial education could make in a person's life and that I wanted to be a part of it. Since becoming a financial advisor, I have dedicated myself to helping my clients reach their financial goals by understanding what is important to them and building a personalized strategy using my established processes.

While I work with a wide array of families, individuals and business owners, my passion lies in working with educators. I have made a point to have a deep understanding of the retirement plan features for local school districts and universities.

Please reach out to our office to learn more about how we can partner together to help you with your financial needs including retirement planning, investment management, tax strategy, legacy planning and more. I am committed to serving my clients and as such chose a firm with a legacy of putting clients first. I would love to serve as your trusted financial professional throughout your life.

Focus areas

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

My Personal Interests

  • Traveling
  • Hiking
  • Music
  • Camping
  • Board Games

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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