Growing up, I was surrounded by amazing people who worked hard for what they had, which instilled in me a strong work ethic, an understanding that respect for myself and others is vital, and a commitment to serving those who need help, advice and support.
Most of my 10 years with Edward Jones was in the office of Jared Cornell. Working alongside Jared provided me the opportunity to learn a myriad of skills that unknowingly at the time was preparing me for my calling to be a financial advisor. For that, I will be forever grateful. I have experienced firsthand the magnitude a financial advisor has to better people's lives, and that is exactly what I plan to accomplish as well.
I attended Oregon State University and L.B.C.C., where I studied business, finance and economics.
My husband, Arthur, and I have been married for over 20 years. We have two wonderful daughters. As a family, we enjoy hiking, traveling, visiting national parks and playing board games. We are always looking for a new adventure. Faith, family and giving back are at the core of everything we do.
Commitment:
1. I will customize a strategy that is personal to you, simple to understand, and set up in a way that evolves with your and your family's lives.
2. In addition, there will be transparency on how I am compensated and the fees you pay.
3. We use up-to-date tools and established strategies. With your constant input, we will help fund education goals, businesses and lifelong dreams, as well as grow multigenerational wealth in retirement for you and your family.
4. We help you to be prepared for the unexpected with establishing emergency funds that can help you handle unknown life surprises.
5. In addition, we welcome the opportunity to collaborate with all of your trusted professionals (attorney, accountant, etc.) to deliver comprehensive strategies that embrace everyone’s unique expertise.
Creating solutions is identifying priorities and defining goals, wants and dreams, which results in a tailored comprehensive solution personal to each client. I revel in the process, continuing to learn and grow myself to provide you the utmost in white glove service.
I will work hard to gain your trust and will continually thank you for entrusting me with not only your money, but the opportunity to help you define and implement your legacy.