Choosing who you partner with to define your financial goals, design and implement a plan to reach those goals and make sure you stay on track in the future is a big decision. As a Financial Advisor, I love getting to know people and working with them in each of these areas. The clients I serve prefer a personalized approach to their situation and appreciate guidance that is common sense, straight forward and easy to understand. No two situations are the same, and I enjoy taking on the complexities that require a broad range of experience. Serving a variety of clients, I understand the needs of the individual investor – whether planning for retirement, making your money work for you in retirement, saving for college for children or grandchildren or protecting the financial future of the ones you care for most, you and I will work together to realize those goals. As a small business owner since 2016, I know the challenges that come with that as well and will partner with you to navigate them. When needed, I will work with your tax professional or estate planning attorney to ensure we are addressing all issues and concerns. Having lived in Whatcom County for over 30 years, my husband and I raised our three sons here and together we enjoy as much of the PNW life as possible. Our down-time finds us motorcycling, mountain biking, camping, or simply enjoying Sunday morning breakfast together at a local restaurant. Our favorite travel spot is to Finland visiting our extended family there. Whatever your current financial situation, you deserve the unique Edward Jones experience and personalized attention I, as your advocate, partner and coach, will provide. Member SIPC.
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