Wealth Manager
CurrentFrom a young age, I appreciated and excelled in mathematics, which naturally lead to an interest in finances. Upon graduating from the University of Oregon with a degree in Business, a concentration in Finance and a minor in Economics, I joined what is now Cetera Investors.I come from a family of educators, so I’ve inherited a deep respect for learning and continuing education. That’s why I strive to maintain the highest level of competence and expertise in my role as financial advisor to all the families and individuals I serve. Part of quality service is relaying information to my clients in a clear and succinct manner. After all, I believe my client is most comfortable with their financial strategy when they understand why choices are made and when the underlying reasons for any needed changes are clearly explained. The education of my clients is a cornerstone of my practice. Helping my clients is what I truly love, and I have the opportunity to do it on a daily basis.Licenses held: Series 6, 7, 24, 26, 51, 63, 65, SIE, Life & HealthCetera Investors is a marketing name of Cetera Investment Services. Securities and Insurance Products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC.
