I believe in helping people in our community. Our purpose is to give our clients confidence and make a difference in their lives. We help families organize, build, protect and transfer their wealth. I began my Edward Jones career in Olympia as a financial advisor in 2009.

I am passionate about empowering my clients, helping them be comfortable with investing and answering their questions as they make life changing decisions. I believe if I understand what is important to you, I can help you build strategies for your goals and partner with you to help you stay on track.

There are three things our clients can expect from us:
1) A personalized retirement plan or legacy strategy
2) How the market works, in terms that are easy to understand
3) Knowing how much investments cost

My branch office administrator, Victoria Zoller, and I work very hard to create a warm, inviting environment for our clients.

I have a soft spot for charities and boards that focus on helping women and children in need. I have held positions on the Women United Advocacy board as well as the Fundraising board for BHR.

We are consistently in the top 25% of our firm for client service excellence and, in 2013, I earned the Edward Jones Spirit of Partnership Achievement Award for my commitment to our clients. I am also an active mentor to new financial advisors.

It is a privilege to serve my clients and provide them with financial confidence, whether it is demonstrating that you are on track for retirement, providing a tax-considerate strategy or passing on a financial legacy to your loved ones.

If you are searching for a financial advisor that cares deeply about you, call me to experience face-to-face meetings and a lifelong partnership.