Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Intergenerational Planning
  • Saving for Education
  • Women's Financial Strategies
  • Charitable Giving
  • Insurance
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Sustainable and Responsible Investing
  • Social Security Retirement Benefits
  • Investments
  • Small Business
  • Business Retirement Plans
  • Wealth Preservation Strategies
  • Executive Compensation and Benefit Strategies
  • Family Finances
  • Tax Planning Strategies
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.


  • Life & Disability Insurance License
  • Series 66 Fiduciary License
  • Series 7 Securities Trading License
  • Series 24 General Securities Principal License


  • Bachelor of Liberal Arts, Economics, Harvard University, Cambridge, MA 2022
  • Associates of Business Administration, Shoreline College, Shoreline WA 2001


  • Motorsport / Formula One & Indycar
  • Golf
  • Travel
  • Behavioral Economics

Awards & recognition

  • Colibri Capital, Ameriprise Client Experience Award, 2021
  • Ultimate Digital Excellence Award, 2021

Previous experience

  • Managing Director, Voya Financial, 2015-2017
  • Registered Principal & General Agent, Voya Financial, 2007-2018
  • Divisional Vice President, AXA Advisors, 2006-2007
  • Investment Advisor, AXA Advisors, 2002-2006
  • Assistant Sales Officer, Mellon Financial, 2000-2002