Kalin is passionate about cultivating long-term relationships with her clients. She believes that maintaining a sound financial plan requires open and continued communication, together with compassionate guidance. Kalin takes the time to learn each person’s unique situation while supporting them to clearly identify their challenges and their goals.
A true big picture strategist, Kalin creates an individualized plan to match the needs of each client. She crafts these comprehensive plans incorporating the flexibility to adapt as clients’ needs and the financial world changes. Overcoming life’s curveballs in a solution-focused approach is Kalin’s specialty. She thrives on educating clients to eliminate fears around money, budgeting and investing. She wants her clients to feel confident and excited about the financial future they are developing, rather than apprehensive or discouraged. She helps clients actualize the future they dream of for themselves and their families.
Kalin graduated from Lewis and Clark College with an Economics degree and a personal focus toward improving financial literacy in our nation. That passion has translated into educational workshops throughout Oregon on topics such as Retirement Planning, PERS, Social Security and Medicare. Kalin has worked extensively with PERS retirees, as well as local small business owners, but she is certainly open to assisting anyone who wants to take charge of their finances. She holds her Series 6 and 63 registrations through LPL Financial and is licensed to sell life insurance.
Growing up in the Portland Area, Kalin has always enjoyed adventuring throughout the Northwest with her family and friends. Outside of working with clients, she can be found coaching young athletes, playing sports and spending time outdoors. Kalin also loves sharing new experiences and her passion of traveling abroad with loved ones.