I am a big baker and I love experimenting with all sorts of different ingredients. The trick is finding a mix of ingredients that complement each other and produce a delightful experience for your tastebuds. Much like baking, I believe financial planning calls for thoughtful and measured consideration of each component of a client’s financial life. As a financial planner, I get to help clients discover the key ingredients to their most fulfilling lives and be a partner in organizing their finances accordingly. Best of all, I get to witness them delight in their accomplishments.
Even the most fundamental understanding of money matters can help individuals and families feel more in control of their lives, which is what I learned in my year of Americorps at a financial literacy organization and what motivated me to pursue financial planning as a career. For four years I wore multiple hats as admin, operations and paraplanner for a boutique financial planning firm in Portland that specialized in Socially Responsible Investments. I have since received my CFP® marks and found Silver Oak, where I supported the advisor team as associate advisor and trader for three years, and am now a lead advisor. As an advisor, I work with clients to align all the elements of their financial life with their values and aspirations.
Offline you'll find me preparing my next bake, deep in the woods on a backpacking trip, learning how to show up for my community, or hoe-leaning in my garden.