Advisor profile

What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
28
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education

Education

  • Master of Business Administration, Seattle University, Seattle, WA
  • Bachelor of Arts, Whitman College, Walla Walla, WA

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2012-2024

Professional associations

  • Member, Pacific Northwest Association for College Admission Counseling
  • Member, Washington Financial Aid Association

Community participation

  • Member of Pacific Northwest Association for College Admissions Counseling
  • Member of Washington Financial Aid Association
  • I have been interviewed by both Channel 5 and Channel 7 news regarding college funding.
  • I speak to over 20 local high schools each year helping to explain Financial Aid and Educational Tax Breaks to parents.

Interests

  • Spending time with family
  • Traveling
  • Camping
  • Photography