My Professional Background
I partner with the client service team to coordinate and execute daily operational activities. I oversee all aspects of client account administration and care, including trading and rebalancing, opening new accounts, moving money, and generating quarterly client reports. Prior to my current position, I served as a senior branch office administrator for Edward Jones Investments where I assisted in the management of 600+ household accounts; provided mentorship to other branch office administrators in the region; organized and planned regional trainings; and coordinated regional meetings. My diverse professional experience also includes supporting classroom teachers as a reading and math assistant, working as the museum director for the Clymer Museum of Art, and managing my own clothing store.
My Wealth Management “Why”
My personal mission is to work alongside numerous local organizations to enrich the Ellensburg community. A 15-year veteran of the Rotary Club of Ellensburg, I currently serve as a board member. I also serve as a board member for the Spirit of the West and chair the Chamber Cowboys Committee. My 26-year involvement with the Chamber of Commerce includes leadership roles as president, vice president, and committee chair. I have also held leadership roles over the course of 18 years with the Kittitas County 4-H Club. I have received numerous awards and accolades for my community-based volunteerism, including 4-H Leader of the Year, Rotary Club’s AI Moss Integrity Award, and the Ellensburg Downtown Association’s Community Volunteer of the Year Award.
My Personal “Living Fully”
I enjoy raising Boer goats and spending time in the outdoors with family and friends.