CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
Accredited Financial Counselor®
University of Washington, BA, Business Administration, Faculty Honors, 2007
Austin Community College, AS, Business Administration, 2004
Director, Wealth Advisory; Threshold Group (now 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; Executive Committee Member and Fund Development Committee Chair
American Heart Association – South Sound; Circle of Red Member (Former Executive Team Leader)
Tacoma Estate Planning Council; Member
Beta Gamma Sigma International Honor Society; Lifetime Member
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