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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Women's Financial Strategies
  • Wealth Preservation Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Family Finances
  • Estate Planning Strategies


  • CRPC™ Chartered Retirement Planning Counselor™


  • BA, Foster School of Business, University of Washington

Awards & recognition

  • Five Star Wealth Manager, Seattle Magazine, 2015, 2016

Community participation

2007 UWAA Distinguished Service Award for extraordinary efforts on behalf of alumni and the University.

  • University of Washington Alumni Association
  • Seattle Children's Hospital
  • Making Strides Against Breast Cancer


I serve as a Reach to Recovery Volunteer for the American Cancer Society. As a volunteer, I counsel people newly diagnosed with breast cancer.

I strongly support the Making Strides Against Breast Cancer annual fundraising event. Great strides have been made in the diagnosis and treatment of breast cancer and putting an end to breast cancer is a top priority for me!

Tennis and golf are a BIG part of my life. My senior mixed doubles team won the National Championship in April 2012.

I enjoy baking and spending time with my family and friends.