As a Financial Assistant II, I work closely with Financial Advisor Kathy Wills to create customized financial plans that can help our clients meet their long-term financial goals. As a team, we take a holistic look at your entire financial picture before we create your personalized plan. Together, we enjoy building the long-term relationships with our clients that will help them throughout all the stages of their life.
I’ve been in the financial services industry since 2006. Prior to joining First Tech, I worked with Boeing engineers at BECU. When I’m not working, I love exercising and spending time with my family and friends.
Qualifications: holds series 7 and 63 securities licenses; Property & Casualty and Life & Health Insurance Licenses.