Financial Services
As an Edward Jones financial advisor, I value personal relationships based on a deep understanding of your unique financial needs so that I may develop the most appropriate financial strategy to help you achieve your goals.
I began my financial industry career in 1993 in Vancouver, WA, and joined Edward Jones in 2004 in Gresham. I have enjoyed building my business in the community, state, and around the country. In October 2014, I was named regional leader, providing guidance and support to more than 50 branch teams located throughout the Portland area. In 2017, I became a principal and in 2018 was asked to serve as a senior regional leader, mentoring and coaching new regional leaders in the western and central United States.
Currently, I serve on the board of directors at the Mt. Hood Medical Center Foundation and am vice president of the Lake Merwin Campers Hideaway Board. I recently joined the Edward Jones Grassroots Legislative Task Force as the representative for Oregon. The mission is ''To be the voice of the individual investor in our nation's capital.''
I'm a graduate of the College of the Desert and Purdue Global University with a degree in business administration and hold the Accredited Asset Management Specialist™ designation and CERTIFIED FINANCIAL PLANNER® certification.
I'm a past president, former board member and member of the Soroptimist International of Gresham since 2005, a group dedicated to improving the lives of women and children. I'm also a past president of the Gresham Area of Commerce Ambassadors and served on the board for 10 years.