Growing up, I always dreamed of having my own business. I liked the idea of creating something of my own and being able to make a difference with that business. I wanted my name on the front door. I came to Edward because of my interest in economics in college.

I enjoy in sharing in my clients' successes and helping them to overcome their challenges. Hearing about their dreams and goals and then helping them work to make those a reality is how I measure our own success. My clients have a strong relationship with me and my branch office administrator, Kathy. I love hearing about their life stories and how their family is doing. We really become close to our clients.

We provide a unique experience for our clients. We make ourselves flexible to their needs and work to accommodate their time constraints. We make a lot of home visits and find it helpful to sit in a place of comfort for them. I take the time to really get to know my clients and what is important to them.

The best part of being a financial advisor is my team – Kathy has been the best partner for my business. She has been with me for over seven years and our clients work with her as much as they do me. She is incredible with detail and handling every aspect needed for our clients' appointments. She delivers the highest level of service and is timely with her completion.

A bit about me: I grew up on the eastside and attended school in Kirkland. I live in Sultan, WA, with my husband, two young daughters and our two dogs and cat. I am passionate about animals, particularly Pug dogs. I love to volunteer and help others, and I get involved in just about anything that needs a helping hand. I love to make jokes and laugh – I have a very positive outlook on life and try to bring joy into the lives of others.

Focus areas

  • Divorce Finances
  • Insurance & Annuities
  • Retirement Income Strategies
  • Intergenerational Planning
  • Charitable Giving
  • New Investors

My Personal Interests

  • Board Games
  • Pets
  • Reading
  • Spending Time with Family
  • Music

Office Information

Office Hours

Office Hours
Mon 07:00AM - 06:00PM
Tue 07:00AM - 06:00PM
Wed 07:00AM - 06:00PM
Thu 07:00AM - 06:00PM
Fri 07:00AM - 06:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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