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The Quick Hello

Throughout my life, I have been a teammate and competitor. Being a supportive teammate, critical listener and compassionate advocate are paramount to my value set. I love that this career not only allows me to live out my values and be exactly who I want to be, but also continues to push me to be a better version of myself, both professionally and personally.

Professional Designations/Affiliations:

Series 7, 66, Disability and Life Insurance

Education:

University of Washington B.A, Finance

Awards:

UW 101 Club Scholar Athlete Award 2018 (UW Women’s Soccer)

Sounders WPSL National Champion 2018

PAC-12 Honorable Mention 2016-2018 (UW Women’s Soccer)

AP Scholar 2014

Community Involvement:

Volunteer-Special Olympics

Volunteer-Austen Everett Foundation

Volunteer- Courts for Kids

The Deeper Dive

What does optimism look like to you? What does it mean to you?
I believe that the root of optimism stems from having a growth mindset. A true optimist seizes every opportunity to make a positive change or to learn by reflecting. Everyone has the ability to set goals and work hard to achieve them, but what really drives excellence and optimism is to grow from successes and failures. With this kind of attitude, progress is imminent.

What do you love about what you do?
I love the opportunity to get to know clients on a deep level and to grow alongside them. There are not a lot of careers out there where you are able to retain partnerships and help families and individuals make intimate financial decisions. For me, that is very empowering.

At the end of your career, how do you want to be valued?
I hope that by the end of my career I am regarded as a high achiever, mentor and most importantly, a friend. I am excited to grow professionally whilst creating long lasting relationships.

What’s your personal motto or tagline?
“Keep your eyes on the stars and your feet on the ground.” -Theodore Roosevelt

Ready to explore the possibilities?

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