My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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29
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education
  • Tax Planning Strategies
  • Investments
  • Estate Planning Strategies

Awards & recognition

  • Ameriprise Client Experience Award, 2025

Community participation

I have worked with The Homelessness Project (a program of the Church Council of Greater Seattle ) to secure a grant from Ameriprise Financial. The Homelessness Project (THP) offers the time and resources families need in crisis.

Interests

Married and have two children. I have been residing in the Seattle area for the past 20 years.

Favorite pastime: traveling, reading and gardening.