The relationships we have with our clients here at the Heestand Company is what’s fun about coming to work every day. No two clients are alike and the culture is unique in every building we walk into. My job is to figure out what our clients want and need to make their retirement plans successful. I strive to help employees understand their benefits in a way that makes them want to participate in making their retirement what it should be!
I hold a B.A. in International Studies and Business from Portland State University and a M.A. in International Policy and Development from the Middlebury Institute of International Studies at Monterey. While I am new to the financial industry in the United States, I have sought to bring financial inclusion and awareness to underserved communities in Central and South America. I pass the same fervor to my work with the Heestand Company and our clients.
In my spare time, I love enjoying the outdoors with my energetic dog, Lou-from-Peru. I am an avid reader and seeker of knowledge! When not enjoying the solitude of the outdoors and reading, I spend time with my family, cooking, drinking wine, and enjoying the love that only family can bring!