I have had a love of personal finance since I was a young kid getting a whopping $4/month allowance. I learned to save for the big ticket items ($100 American Girl Doll!) and also how important it was to invest. My parents invested half my earnings to help me pay for college, and I learned the power of compound interest. Talking about personal finance is one of my favorite hobbies. I am excited to be working as a Paraplanner at Silver Oak, an amazing and supportive place to work, where each advisor cares deeply about helping their clients reach their financial goals.
I got my BA in Sociology and Economics with a focus in Finance at the University of Oregon and have since continued learning and teaching others about the importance of financial planning. I volunteered locally with Junior Achievement, teaching elementary school students about the basics of money and how the way we use it affects our communities. You can find me often engaging my friends in “nerdy” conversations about retirement plans, investment options, interest rates and early retirement goals. I have found great joy working the last 10 years as an executive assistant, helping passion-driven professionals so that they can focus on changing the world for the better. I hope to do the same for our clients at Silver Oak.
I’d love to hear about the latest book you’ve read that’s got you thinking about it days later, a great local hike you’ve found, any international travel you’ve been on, and if you speak German - please, speak to me in German, as I love to practice!