As a Wedbush Financial Advisor and Investment Adviser Representative, I am dedicated to serving my clients. I believe my clients come first and work to help protect their financial success. With over 30 years of experience in the financial industry, I am committed to using my knowledge to educate clients and help them make informed investment decisions. The client relationships I have developed make my work a pleasure.

I provide comprehensive financial planning, develop personalized investment strategies and manage investment assets with emphasis on risk management. I assist my clients in reaching short and long-term goals. Whether you would like to build personal wealth, plan for retirement, minimize taxes or prepare for the tuition costs of your children or grandchildren, I will help you clearly define your investment objectives, goals and risk tolerance to determine a strategy designed to help you achieve your financial goals throughout your lifetime.

Prior to joining Wedbush, I spent 23 years at A.G. Edwards & Sons as a Financial Advisor (eventually acquired by Wells Fargo Advisors.) I started my career as a commodity broker managing lumber hedging programs for lumber mills and wholesalers. I hold a Bachelor of Arts degree in Finance and a minor in French. I speak fluent French and spent a year as an exchange student in Bordeaux, France. My wonderful husband Jeff and I share four boys together.

Contact me for a complimentary portfolio review or to learn more about creating a plan to grow your financial success.


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Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.


  • Annuities and Insurance
  • Asset Management
  • Financial Planning
  • Mutual Funds & ETF's
  • Retirement Planning
  • Stocks and Bonds
  • Wealth Management


  • Series 7, 63, 65 & 66 Securities licenses
  • OR Resident Insurance License #2988750
  • WA Non-Resident Insurance License #244626
  • CA Non-Resident Insurance License # 0C67188
  • BA Finance from Portland State University

Mission Statement