As a member of Versant’s wealth management team, I support the advisors through data gathering, modeling, plan development, and presentation development. I am proud that these efforts contribute to helping our clients build and preserve their wealth.
Before joining Versant Capital Management in 2022, I was an associate advisor at Brighton Jones. I developed client relationships through data gathering, analysis preparation, and presenting and implementing financial plans for high-net-worth clients.
Helping people to identify their financial and life goals and creating and implementing long-term strategies through generations is very exciting to me! A problem solver, I enjoy employing out-of-the-box thinking to capture a broad picture of how we can help people with their financial lives.
A graduate of Washington State University, I have a Bachelor of Arts in Business Administration (finance major). I hold the Series 66 License and am currently a candidate for the CERTIFIED FINANCIAL PLANNER® designation.
I’m a native of Aberdeen, WA, a small, rainy coastal town, and I moved to Arizona to be in the sunshine and enjoy the outdoors year-round. I am outgoing and love making people laugh. Someone once described me as “pretty cool,” and I thought that was pretty cool. Playing sports, exercising, listening to and creating music, reading, and learning new skills and concepts are a big part of my life. And volunteering for Big Brothers Big Sisters of Central Arizona and the SIFMA Foundation’s InvestWrite program is very rewarding. Versant’s community service commitment is one of the things that drew me to the firm.