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My Approach

I work one-to-one with my clients to understand what is important and unique to them and their families. This information provides the foundation for a strategic plan to help them achieve their short- and long-term goals. As your Ameriprise Platinum Financial Services® advisor, I'll work with you to take action on your personal financial strategy. I'll monitor your plan to help keep you on track as your situation evolves and market conditions change. Over time, my goal is to provide you with effective, personalized financial solutions.

Whether you're looking for investment strategies, retirement income, funding for your child's education, or estate or tax planning strategies, we'll work with you on your terms. We offer a broad range of financial products and services including mutual funds and certificates, as well as brokerage services and financial planning. We also offer flexibility in the way you work with us: online, with the help of an advisor, or both. The choice is yours.

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Interests

I enjoy spending time with my family and friends, skiing, theater, salsa dancing, and cheering on my local sports teams. I currently live in Seattle.

Community Participation

Areas of Focus

  • Charitable Giving
  • Family Finances
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Employee Stock Options

Experience

Qualifications

  • CFP®  CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC®  Chartered Financial Consultant
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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

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