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Here to act in your best interests

About me

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.



Chartered Advisor in Philanthropy®


Bachelor of Science, Finance - University of Maryland Global Campus

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Seattle IV - Bothell

22232 17th Avenue SE

Suite 210

Bothell, WA 98021

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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