I’m a cynic about financial advisors.  So, I became one!

After earning an Executive MBA from Arizona State University, I left Intel and became a traditional financial advisor in 2007.  Since then, I have learned that the stock market is not the only way to protect and grow wealth.

Personalized planning for your financial goals

Our business has always been about personalized wealth management designed to help you pursue your goals – and that will never change. That’s why we’re pleased to announce our affiliation with Raymond James. It enables us to maintain our independence and our objective approach to serving our clients as we see fit.

Your financial goals, aspirations and investment needs are just that – yours. And your financial plan should reflect that. So rather than ask you to settle for an off-the-shelf investment program, we’re here to provide you with personalized financial planning based on your goals, your time frame and your particular tolerance for risk.

We can help provide you with just the right combination of financial services, support and guidance that make the most sense for you. We’ll also be there to help you each step of the way in the pursuit of your personal financial goals.

Contact Information:

Office: Kingston, WA / Seattle, WA
Phone: 480.276.8758

Specialties:

• Retirement Solutions
• Tax Diversification
• Inflation Protection
• Life Insurance w/ Living Benefits
• College Funding
• Mortgage Protection
• Lifetime Income
• Estate Planning
• Business Preservation

Favorite Referral Partners:

• CPA
• Tax Planner
• Divorce Attorney
• Estate Planning Attorney
• Realtor
• Loan Officer
• Landscaper
• Home Remodeler