During my nearly thirty years in the finance industry, I’ve had the opportunity to experience a variety of different roles from Operations to Associate Advisor and Chief Compliance Officer. At the core of each is my desire to support people along the path to meeting their financial goals.
Since joining Silver Oak in 2012, I’ve enjoyed being part of a team that focuses on our clients’ goals and best interests; building relationships while navigating challenges and celebrating milestones along the way. Each of us brings a unique perspective and experience to our work. I enjoy digging into the details, then consolidating and organizing the information; whether it be for a meeting, a financial plan, or a compliance report.
Outside of work, you can find me spending time with my family, tending to my garden, and taking my very enthusiastic dog for long walks. I’m a Portland native and love getting outdoors to explore when the weather is just right. I’d love to hear more about your latest adventure or the last great book that you read.