picture of a planner

Here to act in your best interests

About me

As a financial planner since 2008, my biggest thrill is when I can tell my clients that because of all the hard work we put in together to create a working plan and their hard work in sticking to it, that they can retire comfortably. Partnering with them to get to this point is enormously satisfying. Outside of work, my hobbies include photography, woodworking and working on improving my golf game.


Certified Fund Specialist®

Chartered Retirement Planning Counselor™

Visit one of our Locations

Seattle III - Bellevue

500 108th Avenue NE

Suite 1840

Bellevue, WA 98004

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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