Investment Advisor Representative
P: (425) 429-3029
Everyone has the right to feel proud of their financial decisions, but most people don’t have a trusted advisor to guide them along the way. With a background in education, I am adept at explaining even the most complex of topics so that every client can understand the ways that different solutions and strategies can work together to set them up for success. I bring years of experience and problem-solving talents to every client and feel strongly that excellent communication and follow-through are the backbone of my relationships.
I have been involved with banking and accounting for decades, but it was starting my own family that unlocked my passion for financial planning for families. I bring that passion to the table in helping each client with their financial future. Using the determination, planning, and ongoing hard work that has helped me complete multiple triathlons, I set a course for my clients to breathe easy, knowing they have someone truly dedicated to their success. My proudest moments as an advisor are when I see the joy my clients experience when they have accomplished financial goals that they never knew they could reach when we began working together.
I look forward to joining you on this journey. Call me today and we can get started.