My focus is on comprehensive financial planning. After spending time learning about your values and goals, I will work collaboratively with you to develop a plan that will serve as your financial roadmap. Then I will evaluate and recommend investment strategies that are appropriate within the framework of your individualized plan. My ultimate aim is to give my clients confidence knowing that they are on the path to achieving their short and long term goals.

Many of my clients ask how they can invest leading with their values and ideals. For those who are interested, I have access to a wide variety of sustainable investing options and had the honor of serving on the Raymond James Sustainable Investing Advisory Council.

My background includes a Bachelor’s degree and Master’s degree in Philosophy as well as a second Master’s in Business Administration (MBA) with a finance concentration from Portland State University. I am a CERTIFIED FINANCIAL PLANNER^® (CFP^®) practitioner. I also hold securities licenses Series 7 and 66 as well as Oregon Resident Life and Health Insurance License.

I am a native Oregonian, currently living in SW Portland with my family. In my free time, I enjoy trying new restaurants around Portland, staying active in the beautiful Pacific Northwest and spending time with extended family in the Willamette Valley.

Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.

Founded in 2018, the Raymond James Sustainable Investing Advisory Council has been dedicated to developing innovative approaches to sustainability, leveraging a combination of due diligence and technology to assist advisors and their clients in leveraging ESG factors to evaluate investment opportunities. Membership is not an endorsement, is not representative of any one client’s experience, and is not indicative of future performance. No fee is paid in exchange for this membership.