RP (Registered Paraplanner) since 7/1/2008 Uniform Investment Adviser Law Examination (Series 65) since 5/3/2007 Uniform Investment Adviser Law Examination (Series 66) since 2/21/2000 Currently studying for Idaho State Life Insurance Agent Examination

Areas of Focus:

Retirement Planning, Extraordinary Customer Service and Financial Literacy for Women

Previous Experience:

-Roby Financial - Hidden Springs, ID January 2013 to May 2015
-Client Services Manager at Retirement Asset Management – Bellevue, WA July 2007 to July 2012
-Client Services at The Pacific Financial Group – Bellevue, WA February 2006 to July 2007
-Key Accounts Manager at Vending Solutions – Seattle, WA June 2002 to February 2006
-Marketing/Business Analyst at SAFECO Life and Investments – Redmond, WA November 1998 to June 2002


Marketing Management - Bellevue College
Fashion Merchandising – Bellevue College
Registered Paraplanner Course – College of Financial Planning


Gardening, Painting, Animal Advocate, Reading and Traveling
Spending time with family and friends.

Community Involvement::

Chamber of Commerce, West Valley Little League, Holy Apostles Church

Little-Known Facts About You:

Great niece of famous impressionist painter Mary Cassatt