I became interested in finance at an early age, and started to invest when I was in the 7th grade. I learned quickly that money does not provide happiness, but it can often provide more choices in life. I care deeply about helping my clients have more opportunities to better support their individual goals and enhance their personal relationships.

Our branch team believes successful professionals and business owners that appreciate advice can achieve a work-optional lifestyle. A financial advisor, my team and I will help you accomplish this by actively listening to your most important financial goals. We will create strategic investment strategies that are personalized to you, providing you with confidence to navigate dynamic markets. We are committed to keeping you on track throughout your life so that you can focus on your most meaningful goals and relationships.

I graduated with a finance degree from the University of Washington, Foster School of Business in 2005, with the intent of becoming a financial advisor. I was fortunate to be introduced to Edward Jones in 2016 to achieve my dream career. In 2022, I earned my CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards Inc.

I live in Woodinville with my dog, Arrow. I love taking my dog on a walk every day while listening to sports, financial or personal development podcasts. I enjoy golfing in the summer and skiing in the Rocky Mountains in the winter. Most weekends I am catching up on prestige television or listening to an audiobook while exercising. I am an avid Seahawks fan and attend most games.

My branch office administrator, Gloria Largent, has over 10 years of financial services experience. Gloria loves spending time with her family, especially her grandchildren. She enjoys taking trips to the beach and mountains. On sunny days she likes working in her yard. Gloria is committed to understanding your values and to providing you with the highest level of service possible.

Please call us today to schedule a visit. You can reach us at 425-821-9639 or via email at [email protected].

Focus areas

  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Insurance & Annuities

My Personal Interests

  • Reading
  • Golfing
  • Skiing
  • Movies & Entertainment
  • Podcasts

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

Additional Hours

  • Evenings

Branch Team

Email Me

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