A little insight into
Since starting my career in 2010, I have developed a passion for assisting my clients in reaching their financial goals. Watching a first time homebuyer purchase the home of their dreams, a couple put their child through college or begin the retirement they always envisioned is what keeps me returning to the office every day.
Being a process and planning-oriented person, I have tailored my practice to focus on achieving my client’s real world life milestones, not chasing the returns of an arbitrary benchmark. This process begins with an introductory meeting in which we identify and understand their unique short, medium and long term goals. With the end destination(s) now laid out, I construct a roadmap that not only seeks to get them to the destination on time, but identifies any potholes or obstacles that may make for a bumpy ride.
A plan is only as good as our ability to adapt to changing environments and conditions. As such, once we implement our plan, I’m there to act as co-pilot for my clients, constantly looking for ways to avoid the speed traps and road hazards life will undoubtedly provide us along the way.
When I’m not in the office assisting my clients, you’ll most likely find me training my dog (she loves agility drills and truffle hunting), hiking, exploring wine country or cheering on my hometown alma mater the Mighty Oregon Ducks!
If you would like to know more about my goals based approach to financial planning or have questions about starting the process, give me a call or an email. I would love to meet you.
QUALIFICATIONS: holds series 7, 63, and 66 securities licenses; life insurance licensed with variable endorsements.
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