What are your financial dreams and goals? Are you on track to make them come true?

I believe you deserve highly personalized service, tailored to meet your specific financial goals and dreams. My clients value real relationships - and so do I. Investing my time to understand your goals allows me to customize and protect a financial plan specifically for you.

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.

My background allows me to focus on tax-efficient investment strategies.

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

Edward Jones 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 personally 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 causes that benefit children. Organizations such as the Highland Terrace Neighborhood Association and Shoreline Chamber of Commerce, and volunteering in many community events, allow me to give back to the community that has given me so much.

You deserve to work with someone you trust to help you eliminate the money worries that may keep you up at night. 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 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.

Focus areas

  • Retirement Savings Strategies
  • Wealth Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • Divorce Finances

My Personal Interests

  • Community Outreach
  • Spending Time with Family
  • Soccer
  • Art & Theater
  • Gardening

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

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