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.
PLEASE NOTE: The information being provided is strictly as a courtesy. When you access one of these websites, you are leaving our website and assume total responsibility and risk for your use of the websites you are linking to. We make no representation as to the completeness or accuracy of information provided on these websites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to, or your use of third-party technologies, websites, information, and programs made available through this website.
Check the background of this financial professional on FINRA's BrokerCheck
www.finra.org / / / www.sipc.org
Cambridge’s Form CRS (Customer Relationship Summary)
We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.