My goal is to build relationships by serving you with honesty and integrity, and a genuine concern for your life and daily challenges.
I listen to your needs and concerns, understand your personal history and help you find ways to protect what you have worked so hard to achieve. It’s my passion is to help educate you so you can make good decisions about your Medicare, manage the high cost of extended health care or leave a legacy to your family and community. I also enjoy working closely with clients in regards to their financial planning into retirement.
My background is Marketing Communications, earning an MBA and major communication awards. In 2010, my family moved to the beautiful Rogue Valley from Colorado. I enjoy hiking, cycling, and spending time with family and friends.
Medford United Methodist Church
United Methodist Women
Southern Oregon Business Network
Financial planning and investment advisory services offered through Sequent Planning, LLC, a Registered Investment Adviser (RIA). Sequent and its advisers do not render tax, legal or accounting advice. Our advisers are independent contractors and not employees of Sequent. "The information provided on this website is for your educational purpose. This site is published for residents of the United States. Information presented is for education purposes only and does not intent to make an offer of solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investing involves risk. The content provided is believed to be accurate. Sequent relies on third-party providers for content. Any subsequent, direct communication by Sequent with a prospective client shall be conducted by a representative that is registered (except if relying on de minimus rule) in the state where the prospective client resides.”
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