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Here to act in your best interests

About me

My passion is helping people navigate through a complex financial world to assist them in achieving their financial goals regardless of size. Outside of work, I enjoy spending time with my family, cycling, grilling, and working on a good project.




Bachelor of Science, Utah Valley University

Visit one of our Locations

Seattle III - Bellevue

500 108th Avenue NE

Suite 1840

Bellevue, WA 98004

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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