A Passion for Problem-Solving 

I’ve always been someone who loves solving puzzles, whether it was designing systems as an engineer or now helping clients find clarity in their financial lives. But for me, financial planning isn’t just about the numbers, it’s about people. I find the greatest satisfaction in helping others feel confident, prepared, and at peace with their financial future, no matter what life throws their way.

A Commitment to Helping Others Thrive

Growing up on a farm just south of Corvallis, I learned the values of hard work, resilience, and financial responsibility early on. Those lessons shaped the way I approach both life and financial planning with a practical, no-nonsense mindset and a deep respect for long-term financial security.

My career started in engineering, where I built a strong foundation in problem-solving and strategic thinking. Over time, I realized my true passion lay in helping people directly, guiding them through financial decisions that could change their lives. That passion led me to financial planning, where I now help clients navigate retirement, investing, and life transitions with a clear, research-driven approach.

Deeply Connected to Community & Learning

I believe knowledge is one of the most empowering tools we have. That’s why I’m actively involved in the financial planning community as the Pro-Bono Director for the Washington-Oregon FPA, organizing volunteer efforts to expand financial literacy. I’m also honored to be a featured speaker at the national NAPFA conference, where I share insights with fellow and advocate for the values of transparency and fiduciary duty that guide my work as a committed fee-only advisor.

I’ve completed all master's-level finance education for the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification and will sit for the exam in July 2025. My goal is to always keep learning. Not just for myself, but so I can guide my clients with the most up-to-date, research-backed strategies.

Life Beyond Finance

When I’m not working with clients, I’m happiest spending time with my family. My husband and I love hiking through MacDonald Forest together, and I can never resist stopping to admire (and probably bring home) another houseplant I don’t really need. 

I also love taking cooking classes, experimenting with new recipes, and catching up with friends over coffee at some of Corvallis' amazing local coffee shops.

Let’s Connect

I truly believe that financial peace opens the door to a more fulfilling life. If that resonates with you, and you’re looking for guidance on creating a financial plan that aligns with your goals, I’d love to connect. Contact me here—I look forward to hearing your story.