858 S Second St
Renton, WA 98057
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It is my pleasure to serve the financial needs of people in the Renton, South Seattle and Puget Sound areas. I started in the financial industry in 1996. I hold a Bachelor of Arts degree in communication from Oregon State University in Corvallis, Oregon.
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.
In my free time I enjoy coaching baseball and soccer for my three children, volunteering in the classroom, playing tennis and running half-marathons.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office858 S Second St
Renton, WA 98057
Secondary Office12610 76th Ave South
Seattle, WA 98178
Secondary Office14641 First Ave South
Burien, WA 98168
Secondary Office17604 108th Southeast
Renton, WA 98055
About Wealth Management from U.S. Bank and U.S. Bancorp Investments
Our integrated wealth management approach gives you access to a dedicated advisor, backed by a team of specialists. We offer financial strategies to individuals and families across a wide range of wealth levels. Our U.S. Bank specialists offer banking, trust and investment support while our U.S. Bancorp Investments professionals focus on investments, planning and insurance.