Preparing for that next step in life isn’t always easy. My combination of experience, professionalism and access to a wide variety of products and services can help you meet your financial goals, estate strategies and insurance needs. Whether your goals include preparing for milestone life events like retirement or college, or whether you’re simply looking for life, disability income or long-term care insurance protection, I promise you a new level of attention, insight and capability. Contact me to discuss your financial future.
Education: Gonzaga University, BA in Finance & Marketing; Seattle University, MBA
Organizations & Community: Financial Planning Association (FPA); HomeStep Advisory Board Member & Founder of the Birthday Book program; Parent Volunteer at ORCA K-8; Active member at St. Therese Parish.
Family & Hobbies: Two terrific daughters, Reese (7) & Norah (5) who are my favorite people to be around. I find great pleasure in staying physically active, cooking, doing good things for others, camping, reading, movies & live theater.
Area(s) of Focus
- Insurance Strategies
- Investment Strategies