My Approach

I help my clients achieve their dreams for today, tomorrow, and well into the future — using our exclusive Confident Retirement® approach. It starts with a personalized conversation about covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy. By breaking your financial goals down into doable steps, we can help take the uncertainty out of planning for your financial future. Take a few minutes now for a quick confidence check.

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

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

Experience

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Areas of Focus

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

Awards & Recognition

  • Better Business Bureau Accredited1, 2013-2015
  • Five Star Wealth Manager, Seattle Magazine2, 2014-2015

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 Photos(3 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.

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My Videos(2 videos) X