Advisor profile


My approach

I care about what’s important to you

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
  • Wealth Preservation Strategies
  • Investments
  • Retirement Plan Distribution
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Washington, B.A. Business Administration
  • University of Washington, Education Degree

Interests

  • Spending time with family, including seven grandchildren
  • Playing tennis, golf
  • Traveling
  • Reading

Community participation

Three time president of the Edmonds Exchange Club and two time Exchangite of the year. Supporting my grandchildren in their educational and spiritual grown through King's School.

  • Edmonds Exchange Club
  • King's School Grandparent
  • Wenatchee Youth Circus

Professional associations

  • Grandpa Club
  • National Exchange Club of Edmonds