Team profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and we 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.

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Areas of focus

  • Retirement Income Strategies
  • Investment Management
  • Tax Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Insurance
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Small Business
  • Investments
  • Cash Flow Management Strategies
  • Retirement Planning Strategies

Awards & recognition

  • Colibri Capital, Ameriprise Client Experience Award, 2021-2023

Community participation

Colibri Capital - Community participation photo

Colibri Capital is dedicated to improving the lives of individuals, families, and our communities.

This year we have decided to help stop hunger in America by volunteering our time at Food Lifeline in Seattle. Our team helped sort and pack over 4,600 pounds of food for families in need. It was truly rewarding, and we can't wait to do it again this Fall. With that, if you'd like to join us on our next day of service don't hesitate to reach out.

Honored to receive recognition

All of us at Colibri Capital are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Colibri Capital team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.

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