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Here to act in your best interests
I have worked in domestic and international financial markets, which included around 10 years in Tokyo, Japan. I have always believed in the importance of having a financial game plan. So together, my clients and I work in partnership to establish, monitor and adjust their financial game plan as they pursue their financial goals.
Bachelor of Arts, Washington State University
Bachelor of Science, Washington State University
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.