Financial success brings choices about what we do with our time and how we help people we love. I believe nothing is more important.
This is the focus of my professional life.
I have over nine years of experience as a financial & investment advisor. My clients are long-term, serious individual investors, and business owners. I help with personal investment accounts, retirement accounts, and employer plans.
My education provides a strong background of knowledge for my career as a financial advisor. (Juris Doctor, University of San Francisco, 2011; Bachelor of Science, University of Washington, 2006).
I’m here to help you succeed in retirement. Book a free consultation today.