Effective financial planning is about more than just savings and investing. It is about making decisions that get you the most of what you value out of life. I work with clients to identify goals, evaluate trade-offs, and to make intelligent decisions. My objective is to help clients put a personalized financial framework in place to achieve the life of their dreams.
I joined Clarity Wealth Development in 2017, bringing with me 10 years of experience in applied economic research and education. I was drawn to personal financial planning because I knew that the tools I was developing in my academic research could also directly impact individuals and families in meaningful ways. My expertise in risk analysis and optimal resource allocation, combined with my knowledge of savings, investment and tax planning strategies, enables me to empower clients to make well informed decisions on how to manage their hard-earned money.
I have a Ph.D. in Applied Economics from Oregon State University, and a B.S. from U.C. Berkeley in Resource Management. I love being a part of the Corvallis community, where I live with my husband and two daughters. In my spare time I like to keep active enjoying the many amenities our town provides, serving our community, and traveling to far-off destinations, usually to visit my family and friends spread all around the world.