Here to act in your best interests
I'm most fortunate to have the privilege of helping families and organizations with their financial planning and investment management needs. Much of my practice includes working with professional practitioners and business owners. In addition to investment management, my areas of focus include retirement and estate planning as well as helping clients explore and implement planned giving strategies.
CERTIFIED FINANCIAL PLANNER™
Chartered Advisor in Philanthropy®
Bachelor of Science, University of Maryland Global Campus
Visit one of our Locations
Seattle IV - Bothell
22232 17th Avenue SE
Bothell, WA 98021
Seattle I - Lynnwood
20700 44th Ave W.
Lynnwood, WA 98036