My profile

Advice built around you — and your life

Your financial priorities are personal, and your plan should be too. We’ll partner together to clearly define what you’re working toward, follow your progress and make thoughtful adjustments as life changes — because it always does.

With regular check-ins and simple, secure digital access, your financial life stays organized and easy to manage. You’ll gain access to personalized investment solutions and ongoing advice that help you feel confident and supported at every stage.

Ready to learn more? Getting started is as easy as scheduling a complimentary initial consultation.

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13
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Saving for Education
  • Financial Planning for Small Business
  • Retirement Planning Strategies

Education

  • Juris Doctorate, Law, University of Washington, Seattle, WA
  • Bachelor of Arts, Liberal Studies, University of Washington, Bothell, WA

Professional associations

  • Washington State Bar Association

Previous experience

  • Financial Advisor, Edward Jones, 2013-2016, Snoqualmie, WA
  • Attorney, Microsoft Corporation, 2005-2012, Redmond, WA
  • Corporate Counsel, T-Mobile USA, 2001-2005, Bellevue, WA
  • Associate, Ogden Murphy Wallace, 1997-2000, Seattle, WA

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Interests

When I’m not watching my daughter play soccer or my son play football and basketball, I like to spend my time volunteering for community organizations and events in my neighborhood.

My photos

3 albums
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