Investment Advisor Representative
P: (425) 429-3106
Personal finance and investing are topics inadequately covered in America, yet critical to the success of every family. I have spent much of my life as a tutor, covering subjects from self-defense to quantitative analysis, and now bring that education experience to help families optimize their financial trajectories. More than letter grades are at stake, and it is my goal to make sure the families I work with are adequately prepared for the future.
Each person has a different path, with unique barriers to their version of success. I cater to the learning style of each client and their individual investment experience level in order to help them break these barriers. The union of data science and behavioral finance is powerful, and I help my clients understand how to positively relate to this junction. We work together, covering key topics, with each step designed to take clients closer to their individual goals.
Impressive achievements are not accidental occurrences. If you are up to the challenge of designing your future, contact me today, and let’s get started!
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