17020 Redmond Way
Redmond, WA 98052
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It is my pleasure to serve the financial needs of people in the Bear Creek, Mercer Island, Factoria communities. I started in the financial services industry in 2001 and became a Wealth Management Advisor in 2003. I hold a Bachelor Arts degree in business from Western Washington University in Bellingham, Washington. California Insurance License #0E58465.
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.
Outside of work, I spend my time coaching my son in basketball, playing basketball and being on the water with my kids and 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 office17020 Redmond Way
Redmond, WA 98052
Secondary office4040 Factoria Boulevard S.E.
Bellevue, WA 98006
Secondary office2737 78th Avenue S.E.
Mercer Island, WA 98040
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.