As a Financial Advisor, I focus on small business retirement plans, self-employed individuals, college savings and financial planning. I also work with clients with IRA consolidation, Roth IRAs, life insurance, long-term care, 403bs, and annuities as well. With my first-hand experience with trusts and estates, I can help with your legacy planning.
I first joined Waddell & Reed in September 2016 and am happy to be with LPL Financial now. 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 and then in 2007, I transitioned to Private Wealth at UBS in Seattle. I found that I loved my new career in financial advising.
When I’m not helping clients, I like to spend time with my husband and our two daughters. I spend most of my weekends watching our daughters play soccer and fastpitch. I enjoy spending time outdoors, including skiing in the winters, and spending time locally in the summer around Washington, especially Lake Chelan. We also spend a lot of time with our large, extended family. I am always looking for recommendation for a good book or a fantasy football player. I currently serve on the board of the Washington Council on Economic and Financial Education (WaCeFe), which has the mission to implement financial education curriculum into schools.