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 1984. I help clients succeed by listening to their concerns and addressing their needs in an open and straightforward way. I provide comprehensive wealth management strategies along with action needed to meet my clients' unique goals.
I live in Seattle, and serve clients in Seattle and Greater Puget Sound . I enjoy being an active member of my community and serving as a member of the Resource Development Committee for Habitat for Humanity/Seattle King County. I am a Board Member for The 5th Avenue Theatre in Seattle, where great musicals are born! I have also served on the Board of Directors for Coyote Central, Seattle Repertory Theatre and Providence Hospice of Seattle. I live in the Madrona neighborhood of Seattle. I enjoy playing the piano, attending theater, seeing live music, kayaking, and exploring. I delight in spending time with my husband, our spirited teenaged daughter and two lively dogs.
It’s time to close the gender gap on investing and increase the number of savvy female investors. A number of studies continue to indicate women struggle with a lack of confidence when it comes to taking charge of their wealth. These resources are meant to support changing that.
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.