I started my financial planning profession in 1999. After several years as a financial planning assistant and compliance specialist, I earned my Financial Industry Regulation Authority (FINRA) Registrations. I currently hold a series 7, 66 and 24 registration with LPL Financial as well as an Oregon license for life insurance, health insurance and variable annuities.
I believe it's important to invest my time to understand what you're working toward before you invest your money. Working closely with you, your CPA, attorney and other professionals, I can help determine an appropriate financial strategy for you and your family that will help you work toward your long-term goals.
I am a past member of Success in a Skirt, a local networking group for financial professional women. I have also volunteered at Cub Scouts and Kidsports as a soccer coach.
My husband Steve and I were married in 1997. We have two grown children and two grandsons. Spending time with family is very important to me. I also enjoy camping, fishing, kayaking and gardening in my spare time.