There is no one-size-fits-all approach to investing. As your financial advisor, I develop personalized financial roadmaps that suit your individual needs. My holistic approach to investing lets me treat every client as a lifelong partner. I go above and beyond to gain an understanding of your values and what's most important to you. This puts us on the path of making sound investment choices.

Creating a financial roadmap doesn't happen overnight. Neither does growing wealth. That's why I partner with my clients for a lifetime to help them stay on track or pivot as need be based on what life throws our way.

I help you plan for the unexpected. Whether you're setting aside funds for a rainy day or finding a life insurance policy, I've got you covered. Other services include but aren't limited to,

• Retirement savings
• College savings
• Employer-sponsored retirement plans
• Estate planning

It's okay if you're new to investing! It doesn't have to be complicated, and I can answer any questions you have in a way that resonates with you. We'll take the first steps toward fostering wealth together.

As an affiliate with Cetera Investment Services, I offer a wide variety of financial solutions. Currently, I hold Series 7 and Series 66 Securities registrations and an Oregon State Insurance License.

Before working in the finance sector, I spent eight years in the wine and spirits industry. I started my career in finance with Edward Jones and joined Northwest Community Credit Union in 2019. I am originally from Eugene but have lived all over the West Coast. I received my Bachelor's degree from San Diego State University and my MBA from the University of Oregon. In my spare time, I enjoy exploring the world of wine, gardening, and hiking.