Helping you reach your financial goals by carefully developing a plan that aligns with your specific needs and timeline is my highest priority. With over 24-years of Financial Services experience, my focus is collaborating with you to offer a comprehensive approach with tools and financial products individually designed to your unique goals while also creating strategies that are nimble to life’s changes and challenges. As a valued partner of HAPO Investment Services, I look forward to working with Credit Union members, their family, and friends. The best part of my role is helping clients feel better about their financial lives.
I have enjoyed living in the Tri-Cities since 2002 and raising my four children in this great community. When I am not meeting with clients, my husband and I look forward to spending time with family, attending kid’s sporting events, playing golf, cooking, and taking in a good MLB game. You can usually catch us cheering on our local Tri-City Americans and Tri-City Dust Devils since we are proud season ticket holders.
- Retirement Planning
- Investment Management
- Tax-advantaged Investment Planning
- Life Insurance Planning
- Education Funding
- 401(k) Planning
- Retirement Income Planning
- Wealth Management
- Portfolio Management
- Comprehensive Financial Guidance