No matter what your goals are, I’m prepared to learn about your needs and help you protect your plans for the future. As a Financial Advisor of COUNTRY Trust Bank, I can help you create a financial plan so you can achieve financial security through investment management, retirement, trust, and planning services. As a COUNTRY Financial® Insurance Agent I’m also prepared to help you protect the things you love through a wide range of insurance and financial products and services including but not limited to auto, home, life, and farm.
Contact Information:
Office: 4630 200th St SW Suite N, Lynnwood, WA 98036Phone: 425.951.2545
Specialties:
Financial Advisor and insurance agent, covering both Property & Casualty opportunities, umbrella coverages, and much more!
Favorite Referral Partners:
I love working with lenders, real estate agents, bookkeepers and CPAs