Office Location: Bend, OR
HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES?
I strive to build a deep relationship with our clients so that I can understand their unique financial situations and goals. I am constantly working to find ways to improve our clients’ overall financial picture. From retirement planning to estate planning there are always new things to learn and apply. My job is to focus on these things so that our clients can have the freedom to focus on their passions.
WHAT DRIVES YOU?
I believe that financial planning can make a substantial impact in the lives of my clients. When you know that what you do can make a difference, you will work hard to ensue you show up and do your best every day.
I also want to set a good example of work ethic and fulfillment in your career for my son.
HOW DO YOU SPEND TIME OUTSIDE OF WORK?
I am fortunate to live in beautiful Central Oregon and I try to enjoy all that it has to offer. My husband, son and I enjoy spending time with our dogs, walking, watching my son play sports and spending time together. I also love volunteering at my son’s school and with other local charities, whenever I get the opportunity.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner™, and in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.