I am passionate about people – helping them, educating them, and most importantly – empowering them to take charge of their finances.
Since joining Addison Avenue in 2012, I have served the investment needs of clients in the Greater Seattle/East Side. My focus is on retirement planning, investment analysis, and risk management. I also specialize in minimizing taxes, estate planning and 529 plans.
It is my personal goal to help people understand how to make their money work for them. I do this by being a reliable resource for those who want to make good financial decisions that will benefit them now and into the future. My experience, combined with my friendly nature and sincere demeanor, enable me to truly connect with clients on a personal level.
I understand that individuals have unique financial goals and objectives. As an advisor working under a fiduciary standard of care, I am committed to working hard to carefully educate each client about personalized solutions that may help them achieve financial independence.
I am a native to the Seattle region and reside with my family in Sammamish. Outside the workplace, I enjoy camping, scrapbooking, kickboxing, traveling and participating in my children’s sporting events.
Contact me for a complimentary consultation. I look forward to meeting you!
Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.
Neither Raymond James Financial Services nor any Raymond James Financial Advisor renders advice on tax or legal matters, these matters should be discussed with the appropriate professional.