Planning for retirement and long-term financial security can feel complex — especially when pensions, benefits, tax considerations, and multiple savings options are involved. I help individuals, families, and businesses bring clarity to these decisions through thoughtful, long-term financial planning.
I work with clients across many professions and life stages, with a particular specialization in working alongside members of the Oregon Public Employees Retirement System (PERS). I help clients understand how their pension integrates with retirement savings, tax strategy, investment planning, and long-term financial goals so they can make informed decisions with confidence.
Prior to becoming a financial advisor, my experience working for a CPA firm equipped me with a strong foundation in accounting and tax concepts that I continue to apply in my planning-first approach more than 10 years later.
I regularly conduct financial workshops and educational presentations for educators and public employees, reinforcing my belief that clients are best served when they understand their options and feel empowered throughout the planning process. As part of an independent firm, I’m able to work with multiple investment and insurance carriers to find solutions that align with each client’s unique goals, needs, and risk tolerance.
I have served as a licensed financial advisor for over 11 years and hold FINRA Series 7, 24, and 65 securities registrations, Life and Health Insurance licenses, and the Chartered Retirement Education Specialist (CRES).
I welcome the opportunity to help you create a personalized financial plan designed to support your goals and provide confidence in your financial future.