Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Investments
  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Family Finances
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • ChFC® Chartered Financial Consultant®
  • CRPC® Chartered Retirement Planning Counselor℠

Education

  • Washington State University -Bachelors of Arts in Business Administration (2000)
  • Seattle University MBA - Master of Business Administration (2013)

Interests

  • I'm a very passionate individual who greatly values my family, friends, clients and country
  • I enjoy engaging conversations about our economy, market and political landscape
  • I find value in helping clients make wise financial decisions to improve their overall financial situation

Community participation

  • Member of World Harvest Church
  • Susan G. Komen--race for the cure

Awards & recognition

  • Five Star Wealth Manager, Seattle Magazine, 2012, 2013, 2014, 2015, 2017

Professional associations

  • Certified Financial Planner Board of Standards, Inc