Location(s): Grants Pass and Medford
Areas of Expertise: I’m proud to assist our clients with wealth accumulation, distribution, outlining income strategies, use of Mutual Funds, Stocks, Annuities, IRAs and Roth IRAs, and Insurance Solutions (Fixed and Variable Annuities, Long Term Care Insurance, Life Insurance, etc.).
I’ve spent 14 years in the financial industry. I strive to help our members understand the importance of investing, budgeting, planning, and general value of investing.
I attended Southern Oregon University in Ashland Oregon and graduated with a Bachelor’s Degree in Business Management, and a Certificate in Applied Finance and Economics.
My enjoyment comes from the outdoors. Camping, hunting, fishing, ATV riding, swimming paddle boarding, playing fetch with my dog and taking her out to the woods to roam.