I am a member of the O’Neal McGonigal Morley Group. I advise clients regarding their financial goals, implement investment strategies, and deliver solutions based on those needs and goals. I make sure to educate my clients when needed. I build trusting relationships with communication and transparency. I attained the CERTIFIED FINANCIAL PLANNER™ certification in 2018. I graduated from the University of Washington in 2013 with a bachelor’s in business. Prior to joining Morgan Stanley in January of 2022, I worked at Merrill Lynch and Bank of America as a Financial Advisor, Bank Teller, Service Specialist, and Personal Banker. Outside of work, I am a mom of two and have been with my spouse for 16 years. My kids are still young. I have a three-year-old and an almost one-year-old, so I’m always teaching and learning with them. My family lives close by, so we spend a lot of time together. We enjoy walking our two dogs, gardening, traveling, cooking, and eating together. We visit the gulf coast of Florida every year. We love Hawaii and Lake Chelan, WA. Routines are important to us. We read bedtime stories and always talk about our day.
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For more information on the designation(s), go to https://advisor.morganstanley.com/o-neal-mcgonigal-morley-group
