I have always been committed to unburdening the people around me. I believe that a communal approach is the best way to get through uncertain times and be well positioned for what lies ahead. I want to provide my community the freedom to focus on what they do best, so that we all may benefit from each other's talents.

For more than 12 years, I have been dedicated to helping my clients understand and achieve what's important to them. Working closely with you, your CPA, attorney and other professionals, I use an established process to determine the most appropriate financial strategy for you and your family. I partner with my clients throughout their lives and we create impactful, meaningful relationships with each other.

I've lived in Seattle since 2008, and I am an active member of the community. I have served as president of the Columbia City Business Association, as a past board member of the Beacon Merchants Association and as a past development volunteer for the Cascade Bicycle Club. I've also been a homework help volunteer at the library.

Our office is dedicated to providing you with the highest level of service possible. Please don’t hesitate to call us with questions concerning your statement, dividends, stock certificates or your account in general.

If you feel that I can be of service to you and your family, please don't hesitate to contact me. You can either write or call, anytime, and I'll be happy to help you on your journey towards your financial future.

Focus areas

  • Socially Conscious Investing
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Insurance & Annuities
  • Wealth Strategies
  • Intergenerational Planning

My Personal Interests

  • Music
  • Record Collecting
  • Social Responsibility
  • Spending Time with Family

Office Information

Office Hours

Office Hours
Mon By Appointment Only
Tue By Appointment Only
Wed By Appointment Only
Thu By Appointment Only
Fri By Appointment Only
Sat Closed
Sun Closed

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