Meet the Team

My Role

My passion for finance stems from the desire to help people. I take pride in ensuring that clients’ financial plans are realistic for their unique situations through thorough understanding and ongoing communication. As an Associate Advisor, I work with our Lead Advisors and Client Service Associates to develop and implement your financial plan.

My Story

I grew up in Boise, ID. After attending DePaul University for my undergraduate degrees, I moved to Vancouver, WA, which is where I started my career in the financial industry and met my partner, Andrew. We now live in Issaquah with our cat, Skully, and puppy, Lotti. We have a wonderful time exploring the area, and on the weekends enjoy skiing or hiking depending on the season. In the summer, I’m usually training for a Ragnar relay race, and have participated in relays at Lake Tahoe, Zion National Park, and Mt. Bachelor.

Education

• Bachelor of Arts in Economics and Political Science, DePaul University
• Master of Business Administration, Boise State University

Designations

• CERTIFIED FINANCIAL PLANNER™ Professional
• Equity Compensation Associate

Licenses

Series 65