I joined Addison Avenue Investment Services in 2017 and am proud to be a part of the team here in Bellevue. I specialize in retirement planning/forecasting, education savings/cost forecasting and portfolio management and monitoring.
One of the best parts of my job is seeing clients reach the goals that we have spent long hours planning for, together. I work hard for our clients by creating financial plans that will help meet their timelines and objectives. I love learning about our clients’ lives, including their dreams, family dynamics, and values. The fun part is gaining an understanding of their current situation, then narrowing down the specific objectives so that we can create a plan to achieve them. It’s a great feeling to see them accomplish their goals.
I graduated from University of Washington with a Bachelor of Science in Psychology, and like to think I’m easy to talk to, and a good listener. Outside the office, I enjoy spending time with family and friends, along with outdoor activities such as hiking, camping, and playing volleyball.
Qualifications: holds series 7 and 66 securities licenses
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, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.