Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.
BA - Individualized Business (emphasis in Finance), Seattle University
FINRA Series 7 - General Securities Representative Examination
FINR Series 66 - Uniform Combine State Law Examination
BA- Law, Societies and Justice, University of Washington
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