The best part of my job is being able to make a positive difference in a member’s day. I truly enjoy helping people develop a roadmap toward achieving their financial goals and dreams, with the hope of making their lives better.
My strong sense of curiosity and desire to understand people’s uniqueness are put to great use in my position. I am an attentive listener and enjoy hearing about people’s financial needs, values and goals. Our partnership allows us to work together to find suitable solutions while utilizing my financial planning knowledge and available resources.
As Benjamin Franklin said, “an investment in knowledge pays the best interest.” This is a motto I have lived by, as I am always focused on learning something new. I started working in the investment industry in 2001 and earned my broker license in March 2006. I have a bachelor’s degree in social sciences, with a minor in business administration. I am also Series 7 and 66 securities registered and insurance licensed.
When not at work, I enjoy spending time with my husband and our two cats. I love learning new things – whether it’s a new idea, process, food, culture, place or experience. During my downtime, I also like to watch movies.
I enjoy sharing my knowledge and experience with members. Please contact my assistant at 360.891.4185 if you would like to schedule a meeting to discuss your goals or need help creating a financial plan. I’m here to help.