It’s Nice to Meet You!

In 2002 I co-founded Sound Financial Partners after starting my career in the financial services industry in 1996. I believe that you deserve access to good financial information regardless of the size of your portfolio.

It soon became obvious that women in my community were incredibly under served as they addressed the financial issues they faced after the death of their spouse or divorce.

In 2008 I was named “Woman of the Year” by Woodbury Financial Services, Inc., for my commitment to women and investing as well as my support of other women in the financial services industry.

It was during this time after the encouragement and urging of many of my clients and colleagues I began to write my book. The message I kept receiving was that my work had an element that would allow me to scale it much larger and serve the needs of many women on a national level.

I’ve developed a reputation for my practical no-nonsense approach to client education and enrichment and am frequently asked to comment in the media on issues surrounding women and investing; as well as speak to women’s groups on this same issues.

Community service and volunteering has always been important to me and I currently serve as Vice Chair to the Advisory Board of Directors at LifeCenter Northwest, Secretary to Griefworks Board of Directors, and Secretary to the Bellevue Chapter of Business and Professional Women I am an active member of the Greater Seattle Chapter of eWomen Network and serve on the Grant Committee.

I live in Seattle and find balance in my life by spending time with my husband Pat, Harley our Black Lab, boating and with my friends. Check out the pictures page to meet my husband, other members of my fantastic family and friends.

I hold life and disability insurance licenses in the states of Washington and Oregon, securities licenses 6 & 63 in the state of Washington, am a CFP candidate through Boston University.