With more than thirty years tenure in the financial services industry, I assist clients in achieving financial success. My professional expertise is in retirement and succession planning. Some of my accomplishments include being named as one of their prestigious All-Pro stockbrokers in 1989 by Money Magazine, and Account Vice-President at UBS Financial Services.
My history for results, the ability to fully explain my financial strategy, and the personal relationship I forge with each client is the foundation for my business.
I reside in Bend, Oregon with my husband Ken, our daughter Emily, and our faithful family dog, Wally.
As an active member in our community, I serve on the Board of Directors of Cascades Academy of Central Oregon. Additionally, I am a Rotarian with The Rotary Club of Bend and am an Ambassador for the Boys and Girls Club of Central Oregon.