I joined Edward Jones in 2008 as a financial advisor after being a client for five years – I bring this unique experience and perspective to my clients, using an established process and personalized strategies.

It is important that clients receive time and attention when they need it most – when starting their financial strategy, during life changing events, when making financial decisions big and small, in planning for the future, in protecting their savings and while making decisions about leaving a legacy. We partner with clients throughout their financial lives, and success means we're all happy while your goals are being achieved.

My formal education includes a master's degree in personal financial planning and both a bachelor's and master's degree in engineering. I also hold the Certified Financial Planner (CFP®)* and Certified Investment Management Analyst (CIMA®) professional designations.

I'm an active volunteer in the community and serve on our region's leadership team. I also serve as a mentor and trainer for Edward Jones.

*The Certified Financial Planner Board of Standards Inc. awards CFP® certification to individuals who meet the board’s requirements for professionalism in financial services. To gain certification, a financial advisor must pass the CFP® Certification Examination and the CFP Board’s Fitness Standards for Candidates and Registrants, agree to abide by the CFP Board’s Code of Ethics and Professional Responsibility and comply with the Financial Planning Practice Standards.

Focus areas

  • Employee Stock Options
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • LGBT Finances
  • Socially Conscious Investing
  • Charitable Giving

My Personal Interests

  • Social Responsibility
  • Traveling
  • Mountain Biking
  • Basketball
  • Astronomy

Office Information

Mailing Address

Po Box 75239 Seattle, WA 98175

Office Hours

Office Hours
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 Closed
Sun Closed

Branch Team

Email Me

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