General Info

Balancing an analytical brain with a compassionate heart, I'm a financial planner who’s dedicated to guiding clients in Washington state through their financial journey with warmth, care, and a sprinkle of humor. I thrive on helping clients conquer their financial fears, set ambitious goals and navigate the path to a brighter financial future. My passion? Empowering clients to live life purposefully while helping them protect and build their wealth so they can leave a legacy to loved ones and causes they believe in.