Here to act in your best interests
I knew financial planning was the career for me when I saw the pathway it can provide for living your best life! This has motivated me to help my clients reach their goals with objective financial advice and strategic planning throughout every season. I believe a good financial planning relationship makes it easy for my clients to navigate their finances in a way that they can understand and feel good about.
Chartered Retirement Planning Counselor™
CERTIFIED FINANCIAL PLANNER™
Bachelor of Science, University of Maryland Global Campus
Visit one of our Locations
Seattle I - Lynnwood
20700 44th Ave W.
Lynnwood, WA 98036
Washington DC V - North Bethesda
6550 Rock Spring Drive
Bethesda, MD 20817
Phoenix - Virtual Advisors
4742 N. 24th Street
Phoenix, AZ 85016