I was born & raised in Oregon and could never leave here! I love everything about Oregon - the people, the trees, and yes, even the RAIN!
My daughters and I have called Keizer home for the last 10 years and love the small town community feel.
When the sun graces us with its presence, we enjoy camping, fishing, and gardening.
I began working for a Financial Advisor in 2013 as a part time assistant. Over the last several years I've earned the Series 7 and Series 66 Securities licenses and life insurance license. In 2019 my former partner decided to retire and I've taken over her business.
My dream has always been to do something that can truly help others. Helping people find custom strategies to pursue their financial goals allows me to fulfill that dream. As a Millenial, I understand the difficulties my generation faces. I hope to be a spark to my peers to begin saving now.
Advisory Services offered through Investment Advisor Representatives of Cambridge Investment Research Advisors, Inc, a Registered Investment Adviser.
Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, to residents of: CA, HI, ID, MD, NE, OR, SC, WA. Fixed insurance services offered through Stefani Iverson.
Cambridge and Living Tree Financial Consulting are not affiliated.
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