How I Increase Your Value of Time^®

As the Chief Operating Officer, I am responsible for helping the firm scale its operations to meet our client needs in a timely, accurate and consistent manner. I focus on implementing processes and structure to achieve our strategic vision. Our clients have the benefit of knowing they have a properly aligned team at Pacific Portfolio watching over their nest egg.

My Career Journey

Prior to joining Pacific Portfolio in 2020, I spent over two decades in the financial industry. I started fresh out of college working in the broker dealer space transitioning to the RIA space in 2009. Previous firms included Oppenheimer & Co., Freestone Capital Management and Invesco Managed Accounts.

My Academic Base

I graduated from Western Washington University in 1998 with a degree in Business Administration. I also hold the Accredited Wealth Management Advisor designation, AWMA, through the College for Financial Planning.

What the Value of Time^® Means to Me Personally

I am a mother, wife and executive so managing my time is extremely important. When I am not at work, I focus my time on traveling with my family, girl dates with my daughter, watching football and exercising.

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