PERSONAL, PATIENT AND COMPASSIONATE

During the summer of 2005 I was introduced to the world of fiduciary work. While it required intellect, business savvy and organizational skills, more importantly it required patience, compassion and a willingness to view the world through another's perspective. For six years I was fortunate to be mentored by someone who had started their fiduciary journey 20 years before. With a wealth of information garnered from many clients from very diverse backgrounds she helped me glean the knowledge necessary to serve each individual clients' needs. I learned the processes for estate administration, but more importantly I honed my skills in personal care. 

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I have assisted clients in a variety of facets of living. I have been a personal shopper, medical liaison and advocate, move coordinator and daily money manager, to name a few.

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I have a Fiduciary Management for Trustees certification from CSU Fullerton and am a National Certified Guardian through the Center for Guardianship Certification (CGC).

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On a personal side, I am an avid book reader, a lover of music and art. I have been an outdoor enthusiast my whole life, hiking, backpacking, fishing and skiing. My spare time is spent with my husband and our dog, Scout, enjoying all that Central Oregon offers.

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