504 Bell St
Seattle, WA 98121
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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 2009. I hold a Bachelor of Arts degree from the University of Washington in Seattle, Washington.
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 spending time with my family, playing softball and watching the Seahawks, Mariners, and Huskies.
Area of Focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary Office504 Bell St
Seattle, WA 98121
Secondary Office1019 8th Ave North
Seattle, WA 98109
Secondary Office1001 Madison St Unit 1
Seattle, WA 98104
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.