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

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Charitable Giving
  • Domestic Partner Planning
  • Employee Stock Options
  • Estate Planning Strategies
  • Retirement Income Strategies
  • Sustainable and Responsible Investing
  • Tax Planning Strategies
14
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®
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Masters of Science in Finance, Seattle University, 2011
  • Chartered Financial Consultant, The American College, 2009
  • CFP Certification Program, College for Financial Planning, 2008
  • BA in Economics, University of Washington, 2006

Interests

Living in Seattle, I keep busy by attending shows at the 5thAvenue Theater and spending every opportunity I can enjoying the sights, sounds and cuisine of the beautiful Pacific Northwest. During the fall you will find me on the shores of Lake Washington cheering on my Washington Huskies. I’ve always been a Seattle sports fan and I am passionate about my local teams.

In the winter I spend my off time on the slopes skiing or in the kitchen testing out a new recipe. In the summer I’m outside playing soccer, grilling up juicy steaks, or doing my best not to lose all my golf balls on one of the many local golf courses.

Community participation

Awards & recognition

  • Five Star Wealth Manager, 2014-2018

Professional associations

  • Financial Planning Association of Puget Sound