My parents came to the United States from the Azores Islands, Portugal, in search of a better life. My upbringing cultivated my passion for helping people improve the direction of their lives and their families. My life experiences help me to serve my clients as a caring and dedicated financial advisor. I build personalized financial strategies for my clients that are designed to achieve their uni
que 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 work with individuals, families and businesses to address the following areas: retirement savings & income strategies, estate considerations & wealth transfer strategies, survivor & long-term care needs, and education savings. I am especially passionate about empowering female investors. To better serve my clients, I have earned my CERTFIED FINANCIAL PLANNER™ (CFP®) & Accredited Asset Management Specialist (SM) (AAMS®) Designations. In addition to serving clients, I have held several leadership roles. I currently serve as a DEI Leader for the firm. I love being part of the Edward Jones family, and for me, it truly is family: my husband, brother, and brother-in-law are also advisors. I enjoy being active in the Gresham community. I'm involved with Rotary, Soroptimist, and Chamber. In my free time, I love to cook, read, paddleboard, travel, and spend time with my tight-knit family. If you'd like to discuss your goals, investments, or insurance, please contact me today! Together, we can build and help protect a future for you and your family.
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