Meet the Team

My Role

As a CERTIFIED FINANCIAL PLANNER™ (CFP®) with over 17 years of experience, I believe financial planning is about more than numbers, it’s having a clear path forward so you can breathe easier and focus on what matters. I work alongside driven individuals and families to build plans rooted in their values, so they can show up fully for the people and causes they care about. The trust my clients place in me is something I hold deeply, and the relationships we build are what I treasure most in this work.

My Story

I started my career at Fidelity Investments after college, where I gained a curiosity about equity compensation plans. A move from Salt Lake City to Bellevue brought a new chapter and is where I transitioned to working with individuals and families to align their wealth with their values.

What drives me goes beyond financial planning. I believe in showing up for the communities I’m part of. I have enjoyed volunteering to restore local streams on the Eastside, advocating for civil liberties in Olympia, and sitting on boards to advocate for education funding for our kids. At home, I’m kept busy with my husband, two daughters, and our rambunctious new puppy.

Education

Bachelor of Science in Economics, University of Utah

Designations

CERTIFIED FINANCIAL PLANNER™ professional

Licenses

Series 66