Location(s): Eugene and Springfield
Areas of Expertise: Here are some topics that members and I can evaluate together:
- Personal and Small Business Retirement Savings
- College Savings
- Insurance
- Estate Planning
- Tax-advantage Investing
- Long-term Goal Planning
I started my career in finance in 2017, driven by a growing passion for financial health and education. My experience has uniquely shaped my approach to business, and I am proud to be an advisor in the credit union space where people are the priority.
I work with members from all different backgrounds. I prioritize transparency, education, and partnership. I commit to understanding my clients’ circumstances, challenges, and visions for their futures. These are the cornerstones that we use to build a financial plan together – as well as the values that I build my practice on.
Outside of the professional realm, you will find me with my family. My spouse and I spend our time cooking, exploring the Oregon coastline, rockhounding, playing video and tabletop games, and having dance parties with our toddler. As an alumna, you will also find me cheering on the University of Oregon. Go, Ducks!