My primary goal is to help clients develop an investment strategy geared toward their unique long-term goals. My team and I are committed to building lasting relationships and leaving a positive impact on our community.

Our branch has been serving clients since 1989 when it was established by my father, Steve Wilkins. It is an honor for us to work with multiple generations. We have the privilege of helping not only second-generation clients, but also third-generation clients achieve their financial goals.

I earned my bachelor's degree from the University of Washington. In addition, I have my Accredited Asset Management Specialist™ designation from the College of Financial Planning.

I enjoy spending time with my husband, our dog and our extended family. We love exploring the outdoors and seeing a new part of the world each year.

Our team includes myself, my father, Steve Wilkins, my brother, Mark Wilkins, and our branch office administrators, April Neet and Nancy Collins. We share a commitment to delivering the highest level of customer service.

I look forward to discussing your financial goals and how we can help you achieve what matters most to you.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Business Retirement Plans
  • Portfolio Reviews

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Outdoor Enthusiast
  • Reading
  • Swimming

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

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