As a Wealth Advisor at Calibrate Wealth Advisors, I serve as the primary point of contact on my team for processing trades. I hold client meetings for both existing and prospective clients, in addition to performing various administrative tasks for their accounts.
Throughout my career, I have obtained my Series 6, 7, and 66 securities licenses (7&66 held through LPL Financial), which have equipped me with the knowledge and expertise to serve our clients effectively. Before entering the financial services industry, I earned a bachelor's degree in business and finance from Washington State University.
What truly motivates me in my career is the opportunity to work with clients. I enjoy learning about them, hearing their different perspectives, and having the chance to make a positive impact on their lives. Whether it's helping them navigate unforeseen life events or assisting them in planning for a financially independent future, I find great satisfaction in being a part of their financial journey. I believe that the greatest value I can provide for my clients is ownership of my work, responsiveness, and a proactive approach to addressing their needs. By taking full responsibility for my tasks and staying ahead of potential issues, I aim to offer the highest level of service.
Originally from the Tri-Cities in Washington, I currently reside in Portland, Oregon. In my free time, I enjoy hiking, running, and bouldering. I also have a keen interest in history and philosophy, which I explore whenever I can.