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.