1023 N.E. 63rd Street
Seattle, WA 98115
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It is my pleasure to serve the financial needs of people in the Seattle area. I started in the financial industry in 1995 and became an Wealth Management Advisor in 2004. California Insurance License # 0H73736.
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.
I am a PTA Member at West Woodland Elementary. In my free time I enjoy keeping active, traveling and spending time with family.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office1023 N.E. 63rd Street
Seattle, WA 98115
Secondary Office815 N.E. Northgate Way
Seattle, WA 98125
Secondary Office9910 S.W. Bank Road
Vashon, WA 98070
Secondary Office4001 East Stevens Way Ne
Seattle, WA 98185
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.