17020 Redmond Way
Redmond, WA 98052
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It is my pleasure to serve the financial needs of people in the Bear Creek, Mercer Island, Factoria communities. I started in the financial services industry in 2001 and became a Wealth Management Advisor in 2003. I hold a Bachelor Arts degree in business from Western Washington University in Bellingham, Washington. California Insurance License #0E58465.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a Wealth Management Banker from U.S. Bank to bring you a holistic approach to your wealth management needs. We will collaborate to understand your financial situation and develop personalized strategies to help you work toward your financial goals.
Outside of work, I spend my time coaching my son in basketball, playing basketball and being on the water with my kids and family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
About U.S. Bancorp Wealth Management
Whether you’re just starting out or have already achieved a certain level of wealth, our Wealth Management team can help you find ways to make your money work as hard as possible to help you work toward your goals. We offer comprehensive wealth management services including retirement and financial planning, investment management, trust and fiduciary services, and private banking from U.S. Bank. We also offer retirement and financial planning, investment management, and brokerage strategies from U.S. Bancorp Investments.