Dream it.   Plan It.   Live It.

My aim is to empower and educate my clients so they are able to make informed decisions as we implement and continually monitor their individual financial strategy. I help my clients develop a comprehensive financial strategy that fits their unique needs and helps them to meet both short- and long-term goals.

My services are designed to help my clients answer the following questions:
    * How can I get more from my investments?
    * How can I reduce my exposure to risk?
    * How much money will I need to live comfortably in retirement?
    * Am I saving enough?
    * What is the best way to save for college?
    * How can I help reduce estate taxes and preserve more of my assets for my heirs?
    * Do I have the right amount of life insurance?

I began my financial advising career in 2000 and for the past 6 years I have specialized in working with individuals, families and organizations associated with the education and non-profit industries.   I currently hold FINRA Registrations Series 7 and 66, as well as Life, Health, Disability and Long Term Care insurance licenses.   I was born and raised in the Seattle area and graduated with a B.A. from Pacific Lutheran University.   Outside of my professional life, I am an avid outdoor activity enthusiast, volleyball player, golfer, runner and traveler.

Please remember to visit my web site often, as my content is constantly changing.   I look forward to talking with you.