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 Office151 Andover Park East
Seattle, WA 98188
Secondary Office2950 Ne Sunset Blvd
Renton, WA 98056
Secondary Office26520 Maple Valley-Black Diamond Rd Se
Maple Valley, WA 98038
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.