Experience That inspires confidence

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Professional Experience

Company

Title

Location

Duration

UBS Financial Services Inc.

Vice President - Wealth Management | Portfolio Manager | Financial Advisor

Tacoma, WA

January 2009 - Present

Citi Smith Barney

Guided Portfolio Manager, Financial Advisor

Tacoma, WA

February 2000 - January 2009

Morgan Stanley

Retirement Planning Specialist, Financial Advisor

Tacoma, WA

March 1996 - February 2000

Accomplishments

  • 2007 BE "Women of Influence" Nominee
  • 2008 Business Examiner's "40 Under Forty" Honoree
  • 2010 South Sound Magazine "Best Financial Advisor"
  • Contributing financial writer for Premier Media Group's "Home & Garden" lifestyle magazine
  • Contributing financial writer for the Business Examiner

Education

  • St. Martin's College, B.A. Business Administration
  • Guided Portfolio Management Certification 2000
  • Financial Planning Specialist Certification 2006
  • Preferred Portfolio Management Certification 2012

Licenses

  • Series 7, General Securities Representative
  • Series 31, Managed Futures Representative
  • Series 63, Uniform Securities Agent State Law
  • Series 65, Investment Advisor Representative
  • Life, Health & Disability Licensed: WA

Personal & Community

  • Lakewood Chamber of Commerce 2013-current
  • Alliance of Women Owned Businesses - 2014-current; 2017 Board VP
  • The Network of Tacoma - 2007-current, 2014 Board President
  • TACID - 2008-09 Chair of the Corporate Advisory Board
  • Faith Homes/JumpStart - Board of Trustees 2003-2008, 2007 Board President

Registered States:

AR, AZ, CA, CO, FL, IA, ID, MO, NC, NV, OR, SC, TX, UT, WA