Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
7
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Investment Management
  • Intergenerational Planning
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Charitable Giving
  • Business Retirement Plans
  • Saving for Education
  • Small Business
  • Estate Planning Strategies
  • Cash Flow Management Strategies
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Sustainable and Responsible Investing
  • Insurance

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™
  • FINRA Series 7, 63, 65 & Washington Life & Disability Insurance Licenses

Education

  • B.A. Business Administration, Finance, University of Washington, Bothell, WA
  • B.A. Law, Economics & Public Policy, University of Washington, Bothell, WA

Awards & recognition

  • Ameriprise Ultimate Digital Excellence Award, 2022

Previous experience

  • Associate - Sales at Smead Capital Management, Inc - Seattle, WA, 2016 - 2017

Community participation

I am passionate about serving within my Church - Canyon Hills Community Church - and helping other non-profit organizations within my community and abroad. Some of the organizations I have volunteered for, include:

  • Union Gospel Mission
  • Olive Crest
  • Northwest Harvest
  • Alpha Sigma Phi Fraternity

The most impactful service I've done was go on a 2-week Mission Trip to Tacna, Peru, in November 2018 with a small team from my church. We did countless construction projects within the 2 churches we partnered with. I also taught 4 classes on family budgeting and small business management, which was an incredibly rewarding experience.

Interests

  • Golf - I'm an avid player and love to watch as well
  • Boating – my father, Ken, got me hooked at a young age
  • Fishing – I love fishing for salmon in the San Juan Islands during the summer months
  • Football – I played for 9 seasons (4th grade thru HS). My senior year at Inglemoor, I earned All-Conference honors at Outside Linebacker. I eat, breath and sleep all things Huskies and Seahawks. I've been attending Husky games since I was a toddler.
  • Fantasy football – I am in 3 leagues and am far more competitive about it than I should be.
  • Hiking – The Cascades are a wonderful playground
  • Literature - Ask me! I could go on for hours.