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 mitigating 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 help 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 strategies 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, 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 Technology 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.
Top Wealth Advisor Moms 2021: SHOOK™ Research considered women advisors with children living at home under 21 years of age. The ranking algorithm is based on qualitative measures derived from telephone, virtual, and in-person interviews and surveys: service models, investing process, client retention, industry experience, review of compliance records, firm nominations, etc. and quantitative criteria, such as assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Rankings are based on the opinions of SHOOK Research, LLC. Neither SHOOK nor Working Mother receives compensation from the advisors or their firms in exchange for placement on a ranking. Research Summary (as of 3/31/2021): from a total universe of 300,000 advisors, based on our thresholds we received 33,123 nominations, of which approximately 20% (6,624) were women and less than a quarter (1,400) at the time were mothers with children under the age of 21 and living at home. A final list of the top 500 advisors was then compiled based upon the quantitative criteria. Raymond James is not affiliated with Working Mother or Shook Research, LLC. This ranking is not indicative of an 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. For more information see www.shookresearch.com.