ABOUT ME

 

As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences.

I've worked in the banking and financial services industry since 1990. I help clients succeed by working with them to identify strategies to achieve their personal, philanthropic, and business goals while mitigating associated risks. Our work together is accomplished through engagement with a team of subject matter experts.

I live in Bellevue, and serve clients in Bellevue and Mercer Island. I enjoy spending time with my husband our two sons, and family dog. I currently serve on the Board of Directors for Overlake Medical Center and am a board member of Washington Planned Giving Council. Additionally, I am a member of Seattle Philanthropic Advisors Network, East King County Estate Planning Council and am a Seattle Children's Legacy Advisor.

My areas of focus: , ,

Education

  • University of Puget Sound: Bachelor of Arts, political science
  • Pacific Coast Banking School: Master of Business Administration, Working toward a degree
MY OFFICE

 

10800 NE 8th St
Bellevue, WA 98004

advisor address map to10800 NE 8th St
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About Private Wealth Management

We help our clients build and preserve wealth, so they can live the lives they want while supporting the people and causes they care about. Our approach goes beyond just managing your investments. We work to understand your lifestyle, family, passions and goals and then provide tailored advice and guidance. You’ll have a single point of contact – your Private Wealth Advisor – who’s backed by our experts in areas such as planning, investments, trusts and banking. Together, we’ll create a wealth plan aligned with your needs and priorities.