If you are a Tier One/Two Public Employee, this workshop is designed just for you!
Join us for an unbiased look at the fundamentals of retiring with the PERS system. We’ll cover recent updates, retirement options and education, as well as how PERS fits into your overall retirement strategy.
To me, investing is like building a house: you need to start with a blueprint and a solid foundation. Taking a step-by-step approach will help you ensure your immediate needs are met, then allow you to add extra features as your finances permit. I enjoy working with families and individuals who are looking for financial guidance and advice on how to plan for their best financial future.
My licenses include Series 7, Series 66 and insurance. I’m a native Oregonian and a graduate of the University of Oregon. When I’m not at work, I’m busy training for my next triathlon, hiking, scuba diving, trying new restaurants or traveling with my husband to his home country of Wales.
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Securities offered through Raymond James Financial Services, Inc., Member FINRA/SIPC, and are not insured by credit union insurance, the NCUA, or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. OnPoint Community Credit Union and OnPoint Wealth Management & Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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