Meet the Team

My Role

As a Lead Advisor, my overarching goal is to help you achieve financial freedom. Along the way, my mission is to optimize every area of your financial life, ensuring you can meet your goals, pursue your passions, and better the community you live in.

While I work with folks across all different industries, I have a particular focus in helping tech executives manage their complex company benefits and maximize tax savings.

My Story

I started at Avier as a summer intern in 2017. As a college student not knowing much about the industry, I was quickly drawn in by the inviting nature of those in the office, and their genuine willingness to teach the people around them. What made me want to stay long-term and pursue a career here, however, was being able to witness the incredible passion everyone had for changing the financial trajectory of people’s lives. I now get to enjoy earning the trust of the folks I work with, serving them with that same passion.

Originally from the Portland, Oregon area, I am happy to have stayed in the Northwest. In my free time you can find me enjoying the outdoors, exploring new restaurants, and playing basketball at the local gym.

Education

Bachelor of Arts in Business Administration – Finance and International Business, Oregon State University

Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

Series 65