I am originally from New Jersey, and I have had the privilege to professionally consult & train hundreds of Financial Advisors across the Western United States over the past decade. I joined Addison Avenue Investment Services because their values align with mine. I am excited to be able to provide advice and services to clients in the greater Seattle area. I specialize in working with clients in the tech industry, and specialize in assistance with general financial planning, tax minimization, restricted stock units, equity concentration, employee stock plans, asset allocation, and retirement planning.
I believe in the power of financial education. There are few things that are as satisfying as educating a client and seeing them realize the power of using a financial plan in conjunction with their investments. You can feel more confident about your investments when you redirect your focus from the short-term changes to the long-term outcomes.
When you develop a strong financial plan with an experienced Financial Advisor, you are not focused on the ups and downs of the market. Instead, you can live a more confident life, knowing that you can enjoy the present while your retirement plan works on your future. Having this mindset allows you to focus on the things that bring you joy and fulfillment.
When you work with me, together, we will develop a plan that is designed to avoid common pitfalls and solutions to best meet your needs. My ultimate goal is to help you have greater confidence today, and live the way you want to during your retirement years.
Outside of work, I’m an avid skier. I also enjoy traveling, visiting the ocean, and exploring wine country. I’d love to meet you and explore how I may be able to help you reach your financial goals. To schedule an appointment, give me a call.
Qualifications: holds series 66 and 7 securities licenses; life 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.