I discovered early on what I wanted to do and even more, how much I love helping others achieve their goals. Guiding people to turn their dreams into reality is what drives me every day, and the trust my clients place in me is incredibly tangible and meaningful.
Helping people is what truly matters to me - creating a real impact in their lives with care and confidence, and turning complex financial challenges into simple, actionable plans.
My favorite saying is: “It’s not that simple.” I never believed it, because for my clients, it can be. By breaking down financial challenges into clear, achievable steps, I help people accomplish what others say can’t be done. That philosophy guides both my work and my life.
I got into the business with grit and determination. I never gave up, and eventually in 1994 a boutique firm gave me a chance; an opportunity that I’ve been forever grateful for.
I earned my degree from Portland State University and have spent countless hours learning and growing in the industry to provide clients with the knowledge, guidance, and confidence they need to achieve their financial goals.
Outside of finance, I’ve also stepped in front of the camera for television and independent films. It’s a fun reminder that life isn’t just about work; it’s about exploring passions, telling stories, and enjoying the unexpected.
Areas of Focus
- Artisan Businesses
- Centers of Influence
- Workplace Education (Lunch'n-Learn)
Education & Credentials
- Portland State University
- Bachelor of Science in Mathematics
- Series 65
- Insurance; Life, Health, P&C
Personal Interests
- Travel
- Foodie
- Deep Sea Fishing
- Skiing
- Other Country Cultures
- Film and Performance work