Being a financial advisor is not just my job, it is my passion. I am dedicated to helping people who have a desire to better their financial situation and I love helping my clients decide/determine what their next chapter will look like.
I have worked in the financial services areas since 1985 and am committed to bettering the community by spreading the word of financial responsibility to young and old. I honed my speaking skills at the local Toastmasters international, and along with the other advisors at RFP, teach classes throughout the year at Portland Community College as an adjunct faculty member, at local businesses, and volunteer my time offering financial education classes to the community.
My clients know I am there for them – they understand that I am accessible and welcome their inquiries, comments and concerns. They have come to expect that I do what’s right for them, and they feel informed, comfortable, confident and at ease as they look toward their future. Commitment to client service is the foundation of our business.
My enthusiasm and appreciation for my clients is apparent and I wouldn’t be in this business if it wasn’t for the wonderful people I get to work with every day.
My children are grown but my husband and I still enjoy going on family trips and looking for sunny places to visit. I spend most of my time working in my garden, hiking and taking our RV and boat out and about!
Professional Designations and Licenses:
CERTIFIED FINANCIAL PLANNER™
Registered Investment Advisor
FINRA Series 7, 66
Life, Health, and Variable Insurance Licensed
Education:
Bachelor of Science in Management Science with a Concentration in Computer Science from Oregon State University