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
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Women's Financial Strategies
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Investments

Qualifications

  • BFA™ Behavioral Financial Advisor
  • CLTC® Certified Long Term Care
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7, Series 63 and Series 65 Licenses

Education

  • University of Washington
  • BA Bachelor of Arts, Communications / Broadcast Journalism 1994

Awards & recognition

  • Five Star Wealth Manager, Washington state, 2016-2024
  • Allegiance Wealth Management, Forbes Best-in-State Wealth Management Teams, 2023-2024

Honored to receive recognition

I’m honored to announce I’ve received a 2024 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients.

Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professional for the recognition.

Community participation

Interests

  • Making a difference in the lives of my clients and the community I serve.
  • Staying fit, hiking, running, working out.
  • Spending quality time with family and friends.
  • Husky Football, Go Dawgs.
  • Traveling and the opportunity to learn about other cultures.