With nearly a decade of experience in the financial services industry, I’m passionate about serving our clients and building lasting relationships. My goal is to help match members with financial products and services that support their unique needs, goals, and dreams. I strive to make every interaction meaningful and personalized.
The most rewarding part of my job is when I have the opportunity to create more than just a transactional relationship. As an Associate Financial Advisor on Michael Cooney’s team, I take an active role in client communications around model updates, executing trades, and supporting reinvestment conversations. I also assist with account-related activities, backend portfolio customization, investment tracking, and meetings, helping to ensure our clients receive the highest level of service.
Outside of work, I’m a proud Cougars fan and love cheering on all my local Seattle teams, including the Seahawks, Mariners, and Kraken. When I’m not watching a game, you’ll find me snowboarding in the winter or paddle boarding in the summer. I hold a B.S. in Finance from Washington State University.
Whenever you’re ready to talk about your financial future, I’m here to help guide you towards the right path.
Qualifications: holds series 7 and 66 securities licenses; life and health insurance licensed with variable endorsements.
AAMS® and Accredited Asset Management Specialist® are registered service marks of the College for Financial Planning.