Retirement planning. It's about time.

I began my career in the wealth management business in 1992. My experiences in the many different types of markets since then have given me the knowledge to structure my clients' portfolios appropriately for whatever market environment may arise. By leveraging my knowledge base of the many different natures of markets, clients have found my guidance to be a crucial part of their success.

I am a Portfolio Manager with the UBS Portfolio Management Program. This is a discretionary based program which many clients have found to be effective in helping them reach their goals. As a Financial Advisor and Portfolio Manager, my philosophy is to maintain an appropriate asset allocation depending on your risk tolerance. Within that allocation, my strategy is to invest in high quality companies with either growth potential or a combination of attractive growth and dividends-depending on your needs. Having been through several market cycles since 1992, I believe that one of the most critical factors in sound investment decision making rests in the ability to remove the emotion and outside influences such as politics from investment selection.

I also assist clients with retirement planning, retirement income, education funding and lending. I am FINRA registered and hold Series 7, 63, 65 as well as insurance licensed for life and long term care.

I graduated from Washington State University in 1991 with a BA in International Business. My husband and I live in Redmond and have two grown daughters. In my free time, I enjoy the great outdoors via long distance hikes in the PNW and across the world.  I also spend a lot of my free time developing my pickleball game.