These moment inspire my approach to comprehensive financial management, focused on three key areas:
1. Investment Consulting:
I create personalized investment strategies to help grow and protect your savings, whether you're planning for retirement, education or a major life purchase.
2. Advanced Planning:
We look beyond investing to explore tax strategies, estate considerations and charitabl
e giving- so your wealth supports what matters most to you.
3. Relationship Management:
I guide clients through life transitions like retirement, inheritance or relocation - collaborating with their legal and tax professionals and offering clear next steps at every stage. My work is rooted in both education and experience. After earning my degree in communication and business from Wester Washington University, I returned to my hometown of Sequim. I've since earned certifications to better serve individuals and their families. I work especially well with families navigating major life changes - retirement, inheritance of a new chapter in a new place. Every relationship begins with a thoughtful conversation where we identify your goals, values and financial picture. From there we develop a tailored financial strategy to help you feel in control, understood and supported- now and over time. Outside the office, my husband, David, and I are raising our young toddler, Oliver, and caring for our orange kitty, Mr. Fox. We enjoy walks along the river, baking homemade bread and vacationing in Mexico. If you're looking for a thoughtful partner to help bring structure to your financial life, I'd love to talk. It all starts with a conversation- let' get started.
