I was born and raised in Eugene, Oregon. Both of my parents were teachers, who then became two of the early Independent Financial Advisors in Eugene.
I received my Bachelor's Degree in Education from Oregon State University. After a few years of teaching, I made a career change and joined my parent's office. I was fortunate to have them as wonderful mentors. Helping others was my destiny.
In addition to my Registered Principal Series 24, General Securities Series 7, Combined States Series 66 and Municipal Securities Series 51, I hold an Oregon Life, Health And Variable license. For over three decades I have listened and built long standing relationships with clients and their families. Through comprehensive, compassionate assessment I help to develop strategies for realizing dreams.
Giving back to the community is important to me. I am a member of the Relief Nursery Board of Directors and a Eugene Area Chamber Of Commerce Member. I support numerous organizations typically those that focus on children, such as: The Relief Nursery, Bethel Education Fund, KIDSPORTS, Oregon Trail Council BSA, The Shedd, Eugene Ballet Company and the U of O Duck Athletic Fund.
In Junior High, I met my husband Jack and we married after college. We have two daughters, Kara and Kristin, who have given us two sons-in-law and five wonderful grandchildren. I enjoy spending time with our family, travelling, cooking, golf and college athletics.