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

Areas of focus

  • Retirement Planning Strategies
  • Saving for Education


  • Master of Business Administration, Seattle University, Seattle, WA
  • Bachelor of Arts, Whitman College, Walla Walla, WA

Awards & recognition

  • FIVE STAR Wealth Manager, 2012, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021

Professional associations

  • Member, Pacific Northwest Association for College Admission Counseling
  • Member, Washington Financial Aid Association

Community participation

  • Member of Pacific Northwest Association for College Admissions Counseling
  • Member of Washington Financial Aid Association
  • I have been interviewed by both Channel 5 and Channel 7 news regarding college funding.
  • I speak to over 20 local high schools each year helping to explain Financial Aid and Educational Tax Breaks to parents.


  • Spending time with family
  • Traveling
  • Camping
  • Photography