I work closely with my clients to help them identify and reach their distinct goals and align their investments with their unique values. It is my priority to understand their financial and life history, allowing me to build, customize, and manage portfolios that meet their specific requirements, risk tolerance, time horizon, and investment preferences.
With over 20 years of experience, I have been serving clients since 2001. Throughout my career, I have held positions as a portfolio manager and analyst with reputable wealth advisory companies, including Columbia Management. These roles have provided me with valuable insights and expertise in managing investments and delivering comprehensive wealth management solutions.
My educational background includes a Bachelor's degree in Electrical Engineering, Optics, Physics, and Mathematics from New Mexico State University. Additionally, I hold a Master of Business Administration in Finance from Portland State University. As a testament to my commitment to excellence, I am proud to be a CERTIFIED FINANCIAL PLANNER™ professional. I also hold Series 24, 7, 63, and 65 securities licenses through LPL Financial.
Outside of my professional life, I reside in Lake Oswego with my husband, Nathan, our daughters, Charlize and Abrielle, our German Shepard, Zeus, and our cat, Jax. When I'm not in the office, I enjoy engaging in outdoor activities, traveling with my family, and indulging in the captivating world of Marvel movies.