CFP®, CDFA®Request an appointment
Here to act in your best interests
I am a financial planner with experience in the aspects of the retirement process. My passion is to create a positive client experience for families in the Pacific Northwest and I strive to provide my clients with financial peace of mind by listening to their goals and understanding their unique needs, values and risk tolerance. As a mother of a young adult with special needs, I deeply recognize the financial planning challenges faced by families with children who have special circumstances. I am a board member for Beyond Disabilities and the Seattle Wheelchair Rugby Association.
CERTIFIED FINANCIAL PLANNER™
Certified Divorce Financial Analyst®
CFP Certification Professional Education Program, College for Financial Planning
Visit one of our Locations
Seattle IV - Bothell
22232 17th Avenue SE
Bothell, WA 98021
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.