My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Experience

? 29

Areas of Focus

  • Estate Planning Strategies
  • Saving for Education
  • Retirement Planning Strategies
  • Small Business

Education

  • 1983 University of Washington Foster School of Business BABA Accounting

Files for Download

My Videos(1 videos) X