Clients often come through the door with lots of uncertainty. I get the opportunity to simplify, organize and add focus to their financial life, 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 partner. This variety has given me perspective that has helped understand all of the aspects the business and appreciate what we offer our clients.
I enjoy hiking and jogging and have completed all but a few legs of Hood to Coast. I love to travel, but more than anything, I love playing board and card games. I’ve even brought my love of board games to Silver Oak, making it one of our favorite team-building activities.