Precision in planning, expertise in execution – I'm here as your financial partner.
As an Investment Advisor Associate, I dedicate myself to understanding and appreciating each client’s personal financial situation then working together to create a tailored plan driven by your short and long term financial goals. I value open communication and have a steadfast commitment to connect regularly to keep your investments roadmap on track.
Working alongside Daniel Bartosz, Financial Advisor at Clackamas Promenade branch, we help you build and keep wealth. That starts with our goal to provide exceptional service to members. Whether you are new or experienced with investing, we are here to help guide investment and financial decisions that impact you and your family.
My husband and I live in North Clackamas County with our three children. Outside of work, we are either at a sporting event for one of our children or exploring the great Pacific Northwest.
Financial Industry Licenses: Series 6, Series 7, Series 63, Series 65 and Oregon Resident State Life and Health Insurance.
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.
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.
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You can review the background of Raymond James and each OnPoint registered investment professional on FINRA’s BrokerCheck.