Here to act in your best interests

About me

As a child, I witnessed the impact that economic hardship had on my parents’ relationships with each other, with their children and with so many aspects of their daily lives. Because of that experience, I took a strong personal interest in finance and started trading stocks in 10th grade. After college, when I first met a financial planner, I realized the job could combine my love of investing with my desire to help others plan the secure future I never had.

Education

Associate of Arts - Edmonds Community College

Visit one of our Locations

Seattle IV - Bothell

22232 17th Avenue SE

Suite 210

Bothell, WA 98021

Working with Us

The latest insights from our experts