R|W Investment Management
I first learned about the financial industry in my father’s CPA office. He was patient and thorough with clients, and through him I received an invaluable education in the nuts and bolts of financial decision making. I taught English overseas before finding a permanent home in investment advising, and I now am a CERTIFIED FINANCIAL PLANNER™ professional and hold an Accredited Asset Management Specialist℠ certification.
I love helping people make financial decisions. My job is to make investing less intimidating and show our clients that slow, steady discipline can help them achieve any goal. When they leave our office, I want our clients to feel calm, empowered, and motivated.
I am a University of Oregon graduate and have lived and worked abroad. My husband, Michael, and I love to travel when we can. We’re also avid hikers and bikers and can frequently be found in the company of our furry canine companion, Suai.