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 Income Strategies
  • Retirement Planning Strategies
  • Women's Financial Strategies
  • Employee Stock Options
  • Saving for Education
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Oregon State University, Bachelor's Degree

Interests

My hobbies include playing golf and softball, hiking, and playing the piano.

Community participation

We are strong supporters of the Bellevue Humane Society.

Awards & recognition

  • Five Star Wealth Manager, 2012 - 2015
  • Washington's Most Equitable Workplaces, 2019