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.
Raised in the tropics in the nomadic lifestyle lead by my Navy officer dad, I’ve developed connections and friendships around the country and beyond. This experience cultivated my curiosity about all people and how their decision making is influenced, particularly as it relates to finances. I’m dedicated to helping families and small businesses make financial plans and better decisions by first learning their stories and history of decisions, both good and bad.
Let’s leverage my network of professionals and update your financial plan to affect transformational financial health!
Contact Information:
Office: Kingston, WA / Seattle, WAPhone: 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