I live in the beautiful town of Bellingham in the Pacific Northwest, my favorite place. My husband Josh runs a local video production business which keeps him pretty busy. We became parents in 2017 and are loving raising our sweet, friendly, strong-willed little girl. We enjoy running, biking, hiking, and camping with our family and friends. Our golden retriever Sadie is always happy to tag along too.
I've enjoyed helping people figure out their money for years, initially serving in a volunteer capacity with a handful of local organizations. After graduating with my Business Administration degree from Western Washington University, I ran a small business as a Professional Organizer, helping people create systems and cut through the clutter in their life. While running that business, I was introduced to Waddell & Reed by a close friend and mentor, and I haven't looked back since! I now work in a collaborative environment with other financial advisors, am well supported and taken care of by our home office staff in Kansas City, and feel incredibly blessed with the level of leadership and mentoring. Though it's been a predominantly male profession in the past, I really enjoy being a female financial advisor, and believe my firm does a great job encouraging, supporting, and empowering us.
Since joining Waddell & Reed, I have earned the Accredited Asset Management Specialist designation through the College for Financial Planning. This required completing a course which encompassed investments, insurance, tax, retirement, and estate planning issues, and passing an exam that tested my ability to synthesize complex concepts and apply theoretical concepts to real-life situations.
Waddell & Reed does not offer tax or legal advice. 05/18