Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
27
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
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Community participation

I have worked with The Homelessness Project (a program of the Church Council of Greater Seattle ) to secure a grant from Ameriprise Financial. The Homelessness Project (THP) offers the time and resources families need in crisis.

Interests

Married and have two children. I have been residing in the Seattle area for the past 20 years.

Favorite pastime: traveling, reading and gardening.