I have over two decades of experience in the financial industry helping credit union members achieve their financial goals.
As your Investment Advisor Associate, my job is to understand your personal financial situation and help determine how your choices impact your long-term financial success. Together, we can build a plan to move you towards your financial goals, one that is tailored to your personal needs and targets what is most important to you.
By partnering with Natalie Berning, Financial Advisor at Lake Oswego branch, we provide outstanding service to clients across the financial spectrum. Whether you are just starting out as a new investor or an seasoned market enthusiast, we are here to help you on the path to success with exceptional member service at the heart of everything we do.
Outside of work, my family and I love to spend time together, volunteering, reading, creating art, hiking, and traveling.
Financial industry licenses: Series 7, Series 66 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.