I find it very rewarding to be able to make a difference in the lives of our clients. Whether they call or come by the office, it is my personal goal to make their experience enjoyable and productive. It’s satisfying to me to know that we provide a service that helps meet their personal and financial needs, and allows our clients to enjoy life with confidence.
I really enjoy working with people and I make it my number one priority to make things easier for others. From serving the needs of clients to supporting the advisory team, I strive to make each interaction a positive experience for everyone. I believe attitude is of paramount importance, and I try to live every day with that in mind.
My husband, Gary, and I have lived on Whidbey Island for many years and raised our two grown children there. We are active in our community, participating in many of the year-round events. We love boating and have spent many summers exploring the San Juan Islands and the Canadian Gulf Islands, taking our bicycles along to explore these fabulous places on land, as well as by sea. We also enjoy spending time with family and close friends whenever possible.