Clients often come through the door with uncertainty, shame or anxiety about their financial life. I get the opportunity to add focus and structure to their personal life goals, which I find extremely satisfying. Most inspiring, I often get to witness and participate in the moment that they realize their dreams are achievable.
Since starting at Silver Oak Advisory Group in 2004, I’ve held nearly every position, from the front desk, reporting and trading, associate advisor, lead advisor, and most recently as President. This variety has given me perspective that has helped me understand all the aspects of the business and appreciate what we offer our clients.
I enjoy hiking and jogging and have completed all but one leg of the Hood to Coast Relay, a local iconic race that spans from Mt. Hood to Seaside on the Oregon coast. I love to travel, but more than anything, I love playing board and card games. I’ve even brought (or forced!) my love of board games to Silver Oak, making it one of our favorite team-building activities.
Education
Professional Affiliations
