When you partner with me, I follow an established process that starts with asking, "What's important to you?" and then I listen. Really listen. After I understand what's important to you and why, together we build a strategy tailored just for you based on your goals. Our philosophy is to make sure that our clients know we care.

My dedicated Branch Office Administrator, Sarah Leet, and I are committed to provide you with the highest level of service. As a team, we are dedicated to help you accomplish your unique goals. I am experienced with helping people, both virtually and in-person, to navigate through milestones from Manette and across the USA.

I believe Bremerton, Washington is a fantastic place to call home and raise my children. Since I moved here in 2009 due to a military transfer, I have been actively volunteering in the community. I have been involved with community organizations such as the Manette Business Association, the YMCA Advisory Council, the Bremerton Historic Ships Association, the Silverdale Chamber of Commerce, the Central Kitsap School District PTA and much more. When I am not volunteering, I love to cook and enjoy nature whenever possible. I also like to watch sports and do mind-challenging puzzles.

We consistently offer educational opportunities to explain and answer questions on the market and investment options. If you would like to be included in these meetings or set up a time to talk, please call our office. We look forward to working for you.

Focus areas

  • Retirement Savings Strategies
  • Insurance & Annuities
  • Business Retirement Plans
  • Military Professionals & Veterans
  • Entrepreneurs & Business Owners
  • Divorce Finances

My Personal Interests

  • Volunteering
  • Cooking
  • Traveling
  • Social Responsibility
  • Hiking

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 05:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Request an Appointment

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