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.
I am 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 Office11012 Canyon Rd East
Puyallup, WA 98373
Secondary Office5616 176th St E
Puyallup, WA 98375
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.