I love assembling puzzles. I get engrossed for hours, absorbed in the challenge and immensely satisfied when the picture is complete. It’s even better if others help. That’s one reason why I find this work so rewarding. As a financial planner, I get to work collaboratively with clients, piecing together large and small puzzles to find the best solutions for the desired financial outcomes. I enjoy building lasting one-on-one relationships, which is an important piece of working with clients and their financial goals.
Before joining Silver Oak, I was the personal finance columnist and reporter for The Oregonian. Moving into financial planning was a natural evolution, allowing me to put into practice the skills and knowledge I learned from reporting on the subject. I approach financial planning the same way I did my newspaper columns—I try to demystify high finance. I focus on the three most important variables investors can control—holding down costs, appropriately diversifying investments and developing a thoughtful plan. I believe individuals and families deserve impartial guidance as they plan their future.
At Silver Oak, along with being a lead financial advisor, I bring a cooperative spirit, a relatable air and a line on good New Mexican green chili. When I’m not at work, my main focus is engaging with my two pre-teen daughters (because they still let me). I enjoy running and am always looking for the spiciest food possible.