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Here to act in your best interests
I’ve been a financial planner since 2008, and I take great pride in helping set my clients on a path toward a secure financial future for themselves and their loved ones. I’m also a big sports fan and love playing hockey. One of my favorite things to do is watch my son play on his baseball team. Together, we love cheering on the Seattle Kraken and Mariners.
Chartered Retirement Planning Counselor™
Bachelor of Arts, University of St. Thomas
Visit one of our Locations
Seattle II - Federal Way
2505 S. 320th Street
Federal Way, WA 98003
Seattle III - Bellevue
500 108th Avenue NE
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 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 insight as well as our client service associates who can provide you with additional resources and support.