Areas of focus
- Women's Financial Strategies
- Wealth Preservation Strategies
- Domestic Partner Planning
- Estate Planning Strategies
- Retirement Income Strategies
- Charitable Giving
- Saving for Education
Education
- Hesser College - Associates Degree, Business
- Daniel Webster College - Bachelor of Science, Business with a minor in Accounting
Awards & recognition
- Five Star Wealth Manager, 2012 -2017, 2019-2021
Professional associations
- Financial Planning Association
- Business Network International
- National Association of Women Business Owners
Community participation
- Former board member of Tualatin Amateur Radio and Emergency Services (TARES)
- Former board member of Tualatin Arts and Advisory Committee (TAAC)
- Volunteer for the Rolling Hills Church Community Programs
- Donor for American Red Cross Blood Mobile
- Donor for Locks of Love and Pantene
Supporter Of:
- Doernbecher Children's Hospital
- Oregon Humane Society
- Catlin Gabel School of Portland and Veritas School of Newberg
- Tigard/Tualatin School District
Breast Cancer Fighter since 2018:
- Supporter of OHSU Foundation
- Supporter of Susan G. Komen
- Participant in Breast Friends
Interests
- Spending time with my family
- Officiating weddings through Bells Bows and Vows
- Padi-certified diver, tennis, skiing
- Donating time to Rolling Hills Shelter
- Drawing
- Licensed Ham Radio Handler - ID KI7DLY
