What are your financial goals? Have you saved enough to make them happen? I can help you!

My clients value real relationships – and so do I. Investing my time to understand your goals allows me to partner with you to customize, and protect, personalized financial strategies specifically designed to help achieve your goals. Over the years, I've seen my work make a big positive difference in the lives of my clients. That makes me excited to come to work every day!

After earning degrees in accounting and finance from Seattle University, I worked for 20 years as an accountant and tax professional before joining Edward Jones in 2013. I also owned a small business and am a real estate investor; experience that I bring to my work with clients.

My background allows me to focus on helping you understand your options for tax advantaged investing! Additionally, I hold the CERTIFIED FINANCIAL PLANNER® certification. Putting my clients' best interests first is my guiding principle.

Shoreline has been my home since 1995. My son, Brendon, graduated from Shorewood High School in 2014 and WWU in 2019. A fun fact about us is that we love soccer and the Sounders!

Edward Jones was founded in 1922 and is unique because of its structure as a partnership, not a corporation. This benefits you because we are independent and have access to a full range of investments and insurance. I am never required to sell certain products, so I can focus solely on your individual needs. I love working with families, seniors, women and small businesses.

As your neighbor, I am grateful for the opportunity to work in the community we call home. I am committed to supporting local organizations like Highland Terrace Elementary, Shorelake Arts, Seattle Feline Rescue, Food Lifeline and the Senior Center. Volunteering allows me to give back to the community that has given me and my family so much.

You deserve to work with someone you trust to help you eliminate the financial concerns that you may have. I will partner with you to establish goals and create a personalized roadmap for your financial future.

I offer my neighbors a no-cost and no-obligation evaluation to help you see areas I can assist you in, and help you understand if you are on track to achieve your financial dreams!

Please give me a call to schedule time to review your personal situation. 206-542-2599.