Meet the Team
I value building long standing, personal relationships with the individuals and families I serve
As a Certified Financial Planner™ with over 10 years of experience I enjoy learning about what is most important to our clients and using what I have heard to create a plan that aligns their financial and personal goals. No two individuals are the same and that is what I love about my role as a Lead Advisor. Building authentic relationships is important to me and it helps me be the best advisor to the clients I work with.
I live in North Bend with my husband, Tylor and our two daughters, Taylor and Stevie. Prior to joining Avier, I worked at a local wealth management firm serving high net worth individuals and families. I enjoy helping families wrap their arms around their financial lives. It is very rewarding when we can help families achieve clarity and feel confident about their financial future.
My family and I enjoy camping, spending time on the water, and playing games. In my personal time, I can be found reading or trying to save the plants in my garden!
Bachelor of Science in Financial Planning, Franklin University
CERTIFIED FINANCIAL PLANNER™ Professional
READY TO GET STARTED
Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.