Meet the Team

My Role

As an Associate Advisor and lifelong learner, the most energizing part of my day-to-day is absorbing all there is to know about you, and how we can partner to create a life you love. I take pride in being available to talk through questions and adjustments regarding your financial plan. In conjunction with your Lead Advisor and Client Service Associate, we’re committed to ensuring your financial plan is sharply aligned with your values.

My Story

As an Alaskan, you can bet that I’m a big fan of adventuring outdoors.

I am a proud horse girl, and love competing in hunter/jumper shows. Aside from competing, I’m also working toward my small ‘r’ judge’s card. Community involvement is important, so I enjoy serving Alaskans as President for the United States Hunter Jumper Association’s Zone 12 Committee.

Aside from all that, I love to travel! I studied in Cali, Colombia during my undergrad and can’t wait to see more of the world (currently 22 countries strong). Please share your favorite travel experiences and photos, the best hidden gems are found through recommendations!

Education

• Bachelor of Arts in Financial Economics, Western Washington University
• Direct Exchange Program, Universidad Icesi, Cali, Colombia

Designations

CERTIFIED FINANCIAL PLANNER™ Professional

Licenses

• Series 65
• Seal of Biliteracy – Spanish