Savvy Ladies Volunteers
Volunteer’s Bio
Born and raised in Arizona, but found my forever home in Oregon. I've been happily married to my wife for 12 years. We have no kids, but 2 wonderful dogs. I have a bachelor's and master's degree in psychology as well as an MBA. I have passed the Securities Industry Essenstials (SIE) exam and my state insurance exams. I am currently participating in the Amplified Planning Externship for financial planning which I will finish by August 1, 2026. I am also an Accredited Financial Counselor (AFC) candidate, currently gaining experience hours and studying for the exam. I anticipate formally becoming an AFC by the end of 2026. I love to help others with personal finance questions and hope I get the chance to work with you!
Areas of Expertise (as specified by volunteer)
Budgeting;Career and Income;Debt Management;Family Finances;Investing;Marriage and Money;Retirement;Wealth Management
