Here to act in your best interests

About me

My prior experience in managing globally diversified, tax-efficient portfolios helps bring perspective to all I do from financial planning to college savings planning. My goal is to give folks the tools to take control of their finances so that they can retire confidently. I’m passionate about service in both my professional life and my personal life. I’ve been a Junior League member since 2011, and past president of our local Rotary Club, where our motto is "Service Above Self."

Education

Bachelor of Business Administration, Finance and Management - University of Washington

Visit one of our Locations

Seattle V - Kirkland

11400 98th Avenue NE

Suite 301

Kirkland, WA 98033

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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