CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
University of Washington, BA, Business Administration, Faculty Honors, 2007
Austin Community College, AS, Business Administration, 2004
2022 Award Winner; Family Wealth Alliance Top 25 Young Professionals in Family Wealth
Director, Wealth Advisory; Threshold Group (acquired by Tiedemann Advisors), Seattle, WA
Personal Financial Representative; Mid Missouri Credit Union, Fort Leonard Wood, MO
Member Associate; A+ Federal Credit Union, Austin, TX
Sound Outreach; Board Member; Fund Development Committee Chair
ProVisors; Member – South Puget Sound #1
Tacoma Estate Planning Council; Member
Association of Divorce Financial Planners; Member
International Academy of Collaborative Professionals; Member
Beta Gamma Sigma International Honor Society; Lifetime Member
American Heart Association – South Sound; Circle of Red Member (Former Executive Team Leader)
Catherine Booth House; Former Volunteer Financial Coach for Domestic Violence Victims
Your Money Matters Mentoring; Former Board Member
Huskies@Work; Former Mentor
Certified Financial Planner Board of Standards; WIN-to-WIN Advocate & Former Mentor
Friends of the Children Seattle; Former Ambassador Board Member
Financial Beginnings; Former Financial Literacy Volunteer Teacher
College Success Foundation; Former Hometown Mentor