My role as a financial advisor at Sage Advisors is to help clients become strong, confident stewards of their resources. I am particularly passionate about coming alongside young professionals so that they can build these habits early in their careers, resulting in increased financial flexibility later in life. As a younger advisor, I understand the confusion and anxiety that so often surrounds financial choices such as investment selection in an employer-provided retirement plan, best methods… Show more My role as a financial advisor at Sage Advisors is to help clients become strong, confident stewards of their resources. I am particularly passionate about coming alongside young professionals so that they can build these habits early in their careers, resulting in increased financial flexibility later in life. As a younger advisor, I understand the confusion and anxiety that so often surrounds financial choices such as investment selection in an employer-provided retirement plan, best methods for saving for a home purchase, and protecting one’s future income through disability insurance. These are the financial topics I am encountering in my current stage of life, giving me direct insight into the guidance needed and how to provide it in a clear, understandable manner. Additionally, my position at Sage Advisors makes me part of a team of advisors. This means I have access to an abundance of resources in the years of experience of my colleagues. As a result, I am fully equipped to tackle even the most complex financial issues. My desire truly is to come alongside clients for the long-haul so that they have a trusted advisor who genuinely understands them and their goals as every stage of life’s financial decisions arise. Show less

Client Service Specialist (August 2014 - December 2016)Most of the duties and tasks from being an intern at Sage Advisors continued on in my new role as a client service specialist. In addition, I began to take on responsibilities such as prepping paperwork for clients, registering clients for online access to their accounts, helping with quarterly results reports, creating and maintaining the firm's website and social media platforms, and assisting in establishing a marketing plan for… Show more Client Service Specialist (August 2014 - December 2016)Most of the duties and tasks from being an intern at Sage Advisors continued on in my new role as a client service specialist. In addition, I began to take on responsibilities such as prepping paperwork for clients, registering clients for online access to their accounts, helping with quarterly results reports, creating and maintaining the firm's website and social media platforms, and assisting in establishing a marketing plan for the online platforms for the firm. After passing my Series 7 and 66 licenses and as I worked through the first CFP® courses, I took on a paraplanning role. I did much of the data entry from fact finder meetings for the advisors on the team and helped build the scenarios they requested for client presentations. Throughout this time, I attended client presentations and reviews, which enabled me to learn the general content and structure of such meetings.Intern (May 2014 - July 2014)As an intern at Sage Advisors, I was blessed to be given exposure to many areas of the financial advising business. My tasks predominantly involved processing paperwork to open or change accounts as well as to make contributions to standing accounts. I also completed other tasks such as performing file audits, completing miscellaneous account research for advisors, helping to prepare advisors for client review meetings, and inputting client data into wealth management and customer relationship management systems. Additionally, I observed some client meetings to begin to understand how to communicate with clients effectively. Show less

Floating Teller (June 2011 - July 2014)After high school graduation, Rogue brought me on as a floating teller. On my breaks from college, I worked two to four days a week. As a float, I traveled to multiple branches. This meant I was given the pleasure and challenge of working with multiple sets of tellers, managers, and members. My normal teller responsibilities remained, but as I was working full days in this position, I also was called upon to learn new tasks in order to more fully… Show more Floating Teller (June 2011 - July 2014)After high school graduation, Rogue brought me on as a floating teller. On my breaks from college, I worked two to four days a week. As a float, I traveled to multiple branches. This meant I was given the pleasure and challenge of working with multiple sets of tellers, managers, and members. My normal teller responsibilities remained, but as I was working full days in this position, I also was called upon to learn new tasks in order to more fully assist members and coworkers.Student Branch Manager (June 2010 - June 2011)Being the student branch manager of the Grizzly Branch of Rogue Credit Union entailed more responsibility than when I was simply a student teller. I still performed all my normal duties (as described below) but I also was in charge of managing the student branch and my fellow student tellers. I established schedules with the other students for the Grizzly and Ashland branches, organized and planned for the grand opening of the Grizzly Branch, and assisted in handling any problems that arose with the student tellers. I also set goals for the branch and worked with my other student tellers to reach them. Student Teller (January 2009 - June 2010)As a student teller, I was given most of the responsibilities of a normal teller at a bank or credit union. I performed transactions face-to-face with members on their accounts from deposits to ordering checks. This also entailed learning how to explain to a member varied topics and issues related to their account. I learned how to do this in a clear, concise manner that made the member feel they had been given the best possible service. As a student teller, I worked at the Ashland branch of Rogue once or twice a week after school and also spent about half of my lunches working in the student branch at Ashland High School, the Grizzly Branch. Aside from client transactions, I also had to maintain balancing standards, complete various trainings, and set goals. Show less

As a writing assistant, I assisted students of all disciplines at the University of Portland with their writing and writing process in half-hour or hour-long face-to-face sessions. Working on the writing process meant guiding students with tasks from brainstorming up through final editing. The job truly was to guide the other student, not to impose my own ideas and tone upon their work. I was nominated to this position by the business school professors based upon the writing skills I displayed… Show more As a writing assistant, I assisted students of all disciplines at the University of Portland with their writing and writing process in half-hour or hour-long face-to-face sessions. Working on the writing process meant guiding students with tasks from brainstorming up through final editing. The job truly was to guide the other student, not to impose my own ideas and tone upon their work. I was nominated to this position by the business school professors based upon the writing skills I displayed in their classes previously. Additionally, I was responsible for maintaining my own schedule for meetings and also for providing follow-up reports on meetings to students and their professors. Show less