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
10
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
  • Tax Planning Strategies
  • Insurance
  • Investments
  • Business Retirement Plans
  • Retirement Income Strategies
  • Family Finances
  • Retirement Plan Distribution
  • Saving for Education

Qualifications

  • FINRA Series 7
  • FINRA Series 66
  • WA state Health, Life, Disability, and Long Term Care

Education

  • Bachelors degree in finance Western Washington University 2012

Professional associations

  • Bellevue Chamber of Commerce

Previous experience

  • Financial Consultant, AXA Advisors, Bellevue, WA, 2012-2015

Community participation

  • Special Olympics
  • Tutoring students on personal finance in Lake Washington School District

Interests

When I am away from work my other passions rest in the outdoors and enjoying all that the Pacific North West has to offer. I am an avid year-round fly fisherman making frequent trips to the Yakima river. In the summer months I often spend my weekends hiking/climbing in the cascade mountains. In the winter you can typically find me on my skis at Crystal mountain or Stevens Pass.