Your goals guide everything we do, and our team approach helps us see them from every angle. By collaborating closely and sharing our experience, we strive to offer more thoughtful, well-rounded advice. The result? Clearer decisions, fewer blind spots and a financial plan that helps you move forward with confidence and a stronger sense of control.
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CRPC™ Chartered Retirement Planning Counselor™
Bachelor of Arts in Economics from Whitman College
Bachelor of Science in Psychology from Western Washington University
Certified Event Planner
Bachelor of Arts in Psychology from Whitworth University
Series 7
Series 66
Notary Public
In financial services industry since 2014
Bachelor of Science in Economics from University of Nevada
In the financial industry since 2021
In financial services industry since 2004
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