Drea’s philosophy is that everyone regardless of age or net worth deserves some level of financial planning. This planning helps families and individuals achieve their financial goals, fund their retirement years, or simply know they’re “on the right track.” Through periodic reviews, her clients receive the coaching necessary to stick with their financial plan or modify it when needed. Within our planning process, Drea specializes in tax-efficient management strategies, estate planning, and legacy planning. She believes her process empowers clients to make smarter decisions by educating and analyzing all potential solutions.
Drea went to Oregon State University for Chemistry and Math. She holds the FINRA Series 7, and 66 registrations through Pinnacle Investments, LLC as well as insurance licenses.
When she is not working, Drea is spending time with her family. When she isn’t busy with her children’s activities she enjoys snowboarding, swimming, and learning new skills, she is currently learning to play the piano.
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