I've been working in the financial industry for over 20 years, and I've found my passion as our insurance and annuity specialist here at Pilot Rock. I handle new and existing business for insurance and annuities, alternative investments, and 529 college savings plans—basically, the specialized solutions that help round out our clients' comprehensive financial strategies.
What I love most about my work is the problem-solving aspect. Every client situation is unique, and I have a meticulous eye for detail that helps me analyze and research each case thoroughly. I believe that taking the time to really understand someone's specific tax and accounting needs allows me to provide a much more comprehensive level of service than they might get elsewhere. There's real satisfaction in developing tax strategies and preparing accurate financial statements that support what they're trying to accomplish.
At home, I'm a loving wife and mom to two boys and two dogs; there’s never a dull moment in our house. Luckily, my family is always up for an adventure. We love to explore the Oregon coast and enjoy the many outdoor activities Oregon has to offer. I especially love rock hounding and fossil hunting-there's something so thrilling about discovering treasures that have been hidden for so long. You'll also find me snowboarding or off-roading when the seasons allow, camping under the stars, and hiking with our dogs through Oregon's beautiful trails.
The attention to detail and thorough research approach I bring to my personal adventures is the same care I put into every client situation. Whether we're talking about protecting your family with the right insurance coverage or finding the perfect annuity strategy, at Pilot Rock, we're committed to making sure we explore every option to find what works best for you.