People & Partners

When did you start working with Greater Tacoma Community Foundation (GTCF)?

December 2020

Briefly describe what you do in your role with GTCF

GTCF Board member, Professional Advisors Committee Chair, and Chair of the Finance Committee.

What other jobs or positions have you held?

I have been in the financial services industry for more than 25 years, the last 13 in WA after moving from Southern California. I am particularly effective with independent single, divorced or widowed women who want to engage a female advisor as a financial partner for their life’s journey. I have had my CFP® since 2003 and obtained the CAP® designation in 2016.

Outside of GTCF, what enjoyable activity do you engage in? What brings you joy?

I delight in helping people envision how much more they can do, be and give in this lifetime. I love tying the philanthropy/legacy yearnings in with the life planning model. It’s one of the biggest, most purposeful chapters of a meaningful life.