Who We Are

When I became an advisor, I knew I wanted to do more than help people with their finances. I also wanted to support the types of programs that were not readily available when I was growing up including supporting local organizations such as the local food banks, local health centers and so much more.

Regardless of your life stage, income or goals, I can work with you to create a financial plan to help you manage your short-term goals, long-term aspirations and work toward meeting your financial targets. It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives.

Looking for a local financial advisor
in the Greater Seattle Area?

Every Business by Referral member holds the only seat in their category - vetted by the group and recommended by people who know their work. When you choose a BBR member, you're not picking a name off a search engine; you're getting a professional our network stands behind.

The best way to understand how Business by Referral works is to experience it. Visit us at an upcoming meeting as our guest.