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

  • Retirement Planning Strategies
  • Tax Planning Strategies
  • Investment Management
  • Small Business
  • Women's Financial Strategies
  • Family Finances
  • Saving for Education
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • Certified Financial Planner Practitioner
  • APMA® Accredited Portfolio Management Advisor℠
  • BFA™ Behavioral Financial Advisor™
  • Series 7 License
  • Series 66 License
  • Insurance License: Life/Disability/Long Term Care

Education

  • University of Washington, 2000, BA Business Administration

Interests

  • I love outdoor activities including biking, gardening, camping, stand-up paddle boarding, running, skiing
  • I enjoy spending time with my family & friends, reading, cooking and practicing yoga
  • Married over 20 years. Husband, Dusty. Kids: EJ & Johnny

Community participation

  • Volunteer with Nourishing Network (Edmonds School District Foundation)
  • Volunteer for community service activities to serve the needs of underserved individuals
  • Member of Edmonds Chamber of Commerce

Awards & recognition

  • Five Star Wealth Manager - Seattle, WA, 2014-2019