Tacoma, WA 98402
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It is my pleasure to serve the financial needs of people in the Greater Tacoma Area. I started in the financial industry in 1999 and I hold a Bachelor of Science degree in business finance from the University of Phoenix in Phoenix, Arizona.
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.
Currently, I serve on the board of Business Connection of Pierce County. I am also a member of Puget Sound Anglers, which is dedicated to the preservation of quality fisheries. In my free time, I enjoy fishing, camping and spending time with my 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 Office1145 Broadway
Tacoma, WA 98402
Secondary Office302 S. Meridian
Puyallup, WA 98371
Secondary Office5616 176th St E
Puyallup, WA 98375
Secondary Office17305 Pacific Avenue S
Spanaway, WA 98387
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.