6100 15th Avenue N.W.
Seattle, WA 98107
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It is my pleasure to serve the financial needs of people in the Ballard and Magnolia areas. I started in the financial industry in 1999. I hold a Bachelor of Science degree in business administration from the University of Central Florida in Orlando, Florida. California Insurance License #0G90517.
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 being in the mountains 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 office6100 15th Avenue N.W.
Seattle, WA 98107
Secondary office3124 West Mcgraw
Seattle, WA 98199
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.