State
Idaho
Description
What you can expect when you work with me
The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.
When you work with me, you receive:
- 1:1 financial advice based on your goals and needs.
- Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
- Regular meetings to review your goals, progress and investments.
- Anytime access to your investments and digital tools to help you stay on track.
Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.
13 Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Areas of focus
- Retirement Income Strategies
- Saving for Education
- Small Business
- Retirement Planning Strategies
Qualifications
- APMA® Accredited Portfolio Management Advisor™
Education
- Juris Doctorate, Law, University of Washington, Seattle, WA
- Bachelor of Arts, Liberal Studies, University of Washington, Bothell, WA
Professional associations
- Washington State Bar Association
Previous experience
- Financial Advisor, Edward Jones, 2013-2016, Snoqualmie, WA
- Attorney, Microsoft Corporation, 2005-2012, Redmond, WA
- Corporate Counsel, T-Mobile USA, 2001-2005, Bellevue, WA
- Associate, Ogden Murphy Wallace, 1997-2000, Seattle, WA
Interests
When I’m not watching my daughter play soccer or my son play football and basketball, I like to spend my time volunteering for community organizations and events in my neighborhood.