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Here to act in your best interests
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.
Associate of Arts, Edmonds Community College
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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.