I began my financial services career in 2008 at a time when many people were uncertain about the state of domestic and global financial markets, as well as our economy. This unique period in history helped me formulate the framework for which I have built a consultative approach, focusing on clients’ needs and values above all else. I enjoy discovering my clients’ true passions and finding out what drives them—and through this discovery is where I believe I provide the most value; generating creative ideas and approaches to financial goals or obstacles they may have never considered. My client relationships are life-long partnerships and are very important to me. I am here for them every step of the way through their financial journey.
Before joining Addison Avenue Investment Services in 2015, I worked on creating wealth management strategies for international and high-net worth clients at HSBC Bank, N.A. I have extensive experience in utilizing customized risk management strategies as well as expertise in concentrated position management, high-net worth financial planning and structure, and large acquisition guidance. As a Financial Advisor, I consider various problem solving methods to ensure I’m thinking of all possibilities to help my clients succeed and accomplish their financial dreams.
I am a Washington State University alumnus. When I am away from the office, I enjoy spending time with my family and taking of advantage of all the outdoor activities the Seattle area has to offer, from coaching kids’ soccer to trail running and snow skiing.
AdvisorHub 100 Solo Advisors to Watch, 2023
Qualifications: holds series 7, 63 and 66 securities licenses; life, long-term care and health insurance licensed with variable endorsements.
Financial Advisors offer securities through Raymond James Financial Services, Inc. Member FINRA/SIPC and securities are not insured by credit union insurance, the NCUA or any other government agency, are not deposits or obligations of the credit union, are not guaranteed by the credit union, and are subject to risks, including the possible loss of principal. First Tech Federal Credit Union and Addison Avenue Investment Services are not registered broker/dealers and are independent of Raymond James Financial Services. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Raymond James and its advisors do not offer tax or legal advice.
The 2023 AdvisorHub 100 Solo Practice Advisors to Watch ranking is based on an algorithm of criteria, focused on three key areas: Quality of Practice, Year Over-Year Growth, and Professionalism & Character. The rankings weigh the scores in Quality and Growth more heavily than other areas. Time period upon which the rating is based is from 1/1/2021 to 12/31/2022, and was released on 6/20/2023. Advisors considered have a minimum of seven years’ experience, a clean regulatory record with 2 or fewer complaints and no significant judgements, must have been with their current firm for at least two years and in good standing, and have at least $100 million in assets under management. Out of 1,246 total nominations received, 100 advisors received the award. This ranking is not based in any way on the individual’s abilities in regards to providing investment advice or management. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with AdvisorHub. Please visit https://www.advisorhub.com/ advisors-to-watch-solo-2023/ for more info.