Advisor profile


My approach

Your financial goals are individual, and I can help you achieve them. I take the time to understand what’s truly important to you — whether it’s saving for college, retiring the way you want, making smart investments or anything else. The personalized financial advice I offer can help you prepare for the expected and unexpected things in life. As a result, you can feel more confident, connected and in control of your financial life. With the right financial advice, life can be brilliant.

Areas of focus

  • Investment Management
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
6
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • CRPC® Chartered Retirement Planning Counselor℠
  • CLTC® Certified Long Term Care®

Education

  • Bachelor of Arts (B.A.), Economics - Western Washington University

Interests

  • Golfing
  • Weight Lifting
  • Road Cycling
  • Cooking
  • Cars
  • Quality time with family and friends

Community participation

I volunteer at Northwest Harvest sorting and handing out food to help individuals and families in our community. I became involved with this organization because my firm and I believe everyone should have enough food to eat no matter what their situation in life may be.

Awards & recognition

  • Ameriprise Client Experience Award, 2020
  • Five Star Wealth Manager, 2021

Honored to receive industry recognition

’m honored to announce I’ve received a 2021 Five Star Wealth Manager award! This award recognizes wealth management professionals who provide excellent service to their clients. Many thanks to my colleagues for their continued support, my clients for placing their trust in me, and Five Star Professionals for the recognition.