As a Financial Advisor and serving on our Investment Committee, I am a proud graduate of Washington State University with a degree in Finance.
Prior to joining the Firm, I spent time with both Boeing and John Hancock assisting their strategic development teams. The experience helped me understand the importance of proper planning and achieving long term objectives.
In my current role, I specialize in providing comprehensive investment management and planning service to individuals, corporations, and non-profit organizations. I take the time to understand each client’s unique financial situation and develop personalized strategies to help them achieve their long-term financial objectives. I value integrity and am committed to providing the highest level of service to my clients.
In addition to my professional work, I am an active member of the local Southwest Rotary club. I enjoy giving back and serving our local community. In my free time, I enjoy skiing, golfing, and traveling.