Kalin is passionate about providing education, encouragement, and real steps to building a strong financial foundation. She focuses on cultivating long-term client relationships and building comprehensive plans designed to adapt as clients’ needs and the financial world changes. She takes a holistic client-centered approach to planning and will be ready to celebrate each milestone, whether that be a savings goal or a retirement date.
Kalin wants everyone to feel excited about the financial future they are developing and believes that education is key in eliminating fears around money, budgeting and investing. Having been a softball coach for over 10 years, Kalin thrives on educating and empowering others to reach their goals while also preparing for life’s inevitable curveballs.
Graduating from Lewis and Clark College with an Economics degree, Kalin aspired to make a difference in people’s lives through financial education and planning. That passion has translated into educational workshops throughout Oregon on topics such as Retirement Planning, PERS, Social Security and Financial Basics. Kalin has worked extensively with PERS retirees, but she is open to assisting anyone who wants to take charge of their finances. She holds her Series 6 and 63 registrations through LPL Financial.
Growing up in the Portland Area, Kalin has always enjoyed adventuring throughout the Northwest with her husband, Elliott, and dog Tobey. Outside of working with clients, she can often be found on the softball field coaching young athletes or planning her next adventure with her loved ones.