Using a solutions-based process, I build personalized financial strategies for my clients that are designed to achieve their unique goals. I work to get to know clients and their families to better understand their ambitions, and I focus on what matters most by asking questions and actively listening. To provide a comprehensive service, I collaborate with my clients’ CPAs, attorneys, and other trusted professionals. I am proud to serve a variety of clients with diverse goals. I work with individuals, families, and businesses to address the following areas: retirement savings and income strategies, estate considerations and wealth transfer strategies, survivor and long-term care needs, and education savings. I am especially passionate about empowering female investors. I understand that deciding to work with a financial advisor is an important one. If you’d like to have a conversation about your goals, investments, or insurance, please contact me today! Together, we can build and help protect a future for you and your family.
Address: 701 NE Division St, Gresham, OR 97030