I have a passion for making a difference in the lives of individuals and their families by helping them achieve financial wellbeing. Finding a financial advisor and allowing someone into your world of finances can be deeply personal. Connecting with and trusting that person is quite possibly one of the most important and influential decisions you make. As your financial advisor, I am committed to understanding your needs, dreams and goals.
Whether you are new to investing, saving for college, leaving a legacy to your loved ones or planning for or living in retirement, our office is dedicated to providing one-on-one solutions that are in our clients' best interest, offering quality-oriented long-term investments, creating a partnership and valuing and respecting our clients and their contributions.
I have spent my entire career in the financial industry. I graduated from EOSC in La Grande with a degree in business and economics. I spent 20 years working as a tax consultant and enrolled agent. I became Securities licensed in 2008, then joined Edward Jones as a financial advisor in 2018. I am married, have two children and three grandchildren.
I take great joy and pride being involved in my community. I am involved with Tillamook’s American Association of University Women (AAUW). I am on the board for Tillamook Association for the Performing Arts (TAPA) as well as membership chair. I am also on the board of The Kiwanis Club of Tillamook.
My branch office administrator, Maria Lopez Bake, is dedicated to providing you with the highest level of service possible, which includes speaking fluent Spanish.
If you are seeking a financial advisor who deeply cares about you and will help you truly understand your finances, give us a call. I am proud of the highly personalized and caring service our office provides to help you meet your financial goals. We look forward to learning about you and helping you achieve what is most important to you and your family.
Office Address800 Main Ave Suite B
Tillamook, OR 97141
|Mon||09:00AM - 05:00PM|
|Tue||09:00AM - 05:00PM|
|Wed||09:00AM - 05:00PM|
|Thu||09:00AM - 05:00PM|
|Fri||09:00AM - 03:00PM|
|Sat||By Appointment Only|
|Sun||By Appointment Only|
- Web Conferencing
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