

Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Divorce Finances
Focus Areas
- Portfolio Reviews
- Retirement Savings Strategies
- Retirement Income Strategies
- Intergenerational Planning
- Wealth Strategies
- Divorce Finances
Financial Advisor Certifications
AAMS®
Accredited Asset Management Specialist™
Personal Interests
- Real Estate
- Sustainability
- Antiquing
- Art Collecting
- Art Museums
Send Me a Message
* Required fieldOffice Information
Hours
| Weekday | Availability |
|---|---|
| Mon | By Appointment Only |
| Tue | By Appointment Only |
| Wed | By Appointment Only |
| Thu | By Appointment Only |
| Fri | By Appointment Only |
| Sat | By Appointment Only |
| Sun | By Appointment Only |
Additional Hours
- Web Conferencing
Phone
(425) 257-1264Fax
(866) 558-7534Office Address
2511 Colby AvenueEverett, WA 98201opens in a new window
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