I first joined Waddell & Reed with Jim and Shari as an Advisor Assistant in September 2016. I was born and raised in Gig Harbor, Washington and graduated from Pacific Lutheran University with a Bachelor’s degree in Mathematics. Before joining Waddell & Reed, I was a high school math teacher in California and Switzerland and then worked as a Client Service Associate at UBS for a Private Wealth Team in Seattle for over three years. I found that I loved the financial management industry. After staying home with my kids for five years, I decided to continue my career in financial services.
While I’m not working, I like to spend time with my husband and our two daughters, ages 5 and 7. We enjoy our time outdoors in the beautiful Northwest, including skiing in the winters and hiking and swimming in the summers. We also enjoy traveling, with one of our favorite destinations being Lake Chelan. As season ticket holders for the University of Washington football team, we spend many Saturdays in the fall cheering on the Huskies. We reside in Mukilteo and love the community it provides.
As a part-time Advisor Associate, my main functions are managing the day-to-day operations of the brokerage accounts, including fund research, trades, and maintaining allocations. I also manage the financial planning process. I contact clients for day-to-day needs including meetings, financial planning information gathering, and any questions or assistance they may need. I realize the importance of setting and pursuing financial goals and love being part of the process of seeing them come to life.
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