Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Tax Planning Strategies
  • Family Finances
  • Cash Flow Management Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
18
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Series 7, Series 63, Series 66

Education

  • BA- American Studies, Minor- Economics, Bates College - Lewiston, Maine 98-2002

Interests

Hiking, Gardening, Skiing & Playing with my daughter.

Community participation

  • Solid Gound, Seattle WA
  • Friendship Adventures, Seattle WA

Awards & recognition

  • Five Star Wealth Manager, 2022

Previous experience

  • JP Morgan Securities LLC - Seattle, WA, 2013-2019
  • Fidelity Investments - Bellevue, WA, 2012-2013
  • Fidelity Investments - Braintree, MA, 2011-2012
  • Chase Investment Services Corp. - Seattle, WA, 2009-2011
  • WAMU Investments, Inc. - Seattle, WA, 2003-2009