Qualifications
I have been helping clients achieve their financial objectives for the past 30 years. I began my career in 1988 with Prudential Securities, training on Wall Street, and later joined Salomon Smith Barney in the position of Senior Portfolio Manager - First Vice President Investments, before joining RBC Wealth Management in 2003.
I obtained my Bachelor of Arts degree in business from Seattle University and hold the Series 7, 63, and 65 Securities Licenses, as well as a Life Insurance license. I also hold the Accredited Wealth Manager designation from Michigan State University and have been a member of RBC Wealth Management's President's & Director's Councils.
Personal
I have lived on beautiful Bainbridge Island for the past 24 years with my husband of 25 years, and our son and daughter. My outside interests include golfing, hiking in the Grand Forest of Bainbridge, swimming, winter sports in the Cascade Mountains, fishing, traveling, learning about different cultures and reading.
