My experience as a former teacher and high school counselor informs my role as a financial planner daily. Clients come to us with life questions concerning their finances, and hope to receive thoughtful, competent, and trustworthy responses. In many ways, a financial planner is a life coach, helping people navigate their financial planning in light of their values, hopes, and responsibilities.
Although the clients I support vary widely in their backgrounds, I find myself particularly drawn to working with entrepreneurs, those involved in service-oriented work, and work that is related to Generation Y. I love solving new, complex problems and teaching meaningful financial literacy to clients.
Growing up in the Pacific Northwest gave me an appreciation for lush, green forests, and water—whether streams, oceans, or lakes—that is difficult to put into words. I value exploring and having new experiences. Some of my most cherished memories are of discovering new places, new foods and new cultures with those I love.
For social activities, I love playing on intramural sports teams, such as flag football and rugby. Rock climbing and obstacle courses are always a highlight to my happiness. For personal relaxation, I can be found swimming, on a track, or at the gym lifting weights.
Affiliations: Fee-Only Financial Planning
Areas of Expertise: Financial Life Planning, Education Planning, Debt Management, Cash Flow Planning
B.A. in Psychology, Whitman College
Memberships: Financial Planning Association (FPA), Kappa Alpha Theta, Junior League, Young Leadership Council
Who inspires me:
Those who work hard and play hard, and put their whole hearts into their entire existence.
What inspires me:
I am inspired by spending time outdoors, away from the city. Admiring our earth brings me peace, happiness, and appreciation.
My life’s biggest milestone:
Marrying my spouse. He makes me a better person and brings consistent joy to my life.
My greatest extravagance (under $100):
Lululemon Athletic Apparel
Why I love what I do:
As a former counselor, I truly care about the impact I have made on others through the work I do. The confident, informed financial decisions that clients are able to make resulting from our comprehensive financial advice is immensely rewarding to witness.
We hold ourselves accountable for pursuing the highest standards
We listen and keep an open mind
We work directly for our clients and put client’s interests first
We learn and teach continuously
We build powerful relationships by working towards common goals
We make decisions with future generations in mind