My Approach

I am passionate about working with my clients and want them to experience financial confidence now and in retirement. I will look at your entire financial picture — cash reserves, debt management, investments, protection and taxes, ask targeted questions and listen closely to your answers. I want you to feel confident that the advice I provide reflects your unique dreams and goals.

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Interests

Living in Seattle, I keep busy by attending shows at the 5thAvenue Theater and spending every opportunity I can enjoying the sights, sounds and cuisine of the beautiful Pacific Northwest. During the fall you will find me on the shores of Lake Washington cheering on my Washington Huskies. I’ve always been a Seattle sports fan and I am passionate about my local teams.

In the winter I spend my off time on the slopes skiing or in the kitchen testing out a new recipe. In the summer I’m outside playing soccer, grilling up juicy steaks, or doing my best not to lose all my golf balls on one of the many local golf courses.

Community Participation

Areas of Focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Domestic Partner Planning
  • Employee Stock Options
  • Retirement Income Strategies
  • Tax Planning Strategies
  • Investments
  • Charitable Giving
  • Education Planning
  • Estate Planning Strategies
  • Sustainably Responsible Investing

Experience

8
95 View scores
 
 
 

Awards & Recognition

  • Better Business Bureau Accredited1, 2013-2014
  • Five Star Wealth Manager, Seattle Magazine2, 2014

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
  • APMA® Accredited Portfolio Management AdvisorSM
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Education

  • Masters of Science in Finance, Seattle University, 2011
  • Chartered Financial Consultant, The American College, 2009
  • CFP Certification Program, College for Financial Planning, 2008
  • BA in Economics, University of Washington, 2006

Professional Associations

  • Financial Planning Association of Puget Sound

Files for Download

My Videos

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My PhotosShow Thumbnails

This is me finishing the 150-mile Obliteride. With help from many, we were able to raise funds for Fred Hutchinson Cancer Research Center.

Photo Albums

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.