Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Wealth Preservation Strategies
  • Family Finances
  • Retirement Planning Strategies

Qualifications

  • Series 7 Series 63 Series 65

Professional associations

  • Juliaetta/Kendrick Women's Business Network
  • KJ7 Community Development Association

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 1994-2019

Community participation

  • Tacoma Pierce County Blood Services - Platelets Donor
  • American Cancer Society - Sponsor
  • Talk of Tacoma Toastmasters - Advanced Silver Toastmaster

Interests

Family - We are very close and I travel annually with my siblings!

We love our fur-babies, and have always adopted Rescue Pets (Pugs)

Motorcycles - We are passionate about collecting, restoring, showing and riding vintage motorcycles, and have always been active in the motorcycling community.

Seattle Seahawks Fan "#12" for life!

Love to Travel; from "Toes in the sand" in Cabo San Lucas, MX to wine tasting throughout the Pacific Northwest

Ravenous Reader of everything from Biographies & Mysteries to the Classics.