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Here to act in your best interests
My "why" for becoming a financial planner is to help people so they can live fulfilling lives with sufficient financial resources for themselves and their families. And I hope to give them peace of mind knowing they have both a plan and someone on their side looking out for their financial well-being. I enjoy sharing experiences with my family and friends in my spare time.
Chartered Retirement Planning Counselor™
Attended, Western Governors University
Visit one of our Locations
Seattle II - Federal Way
2505 S. 320th Street
Federal Way, WA 98003
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.