801 N 39th Ave
Yakima, WA 98902
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It is my pleasure to serve the financial needs of people in the Central Washington area. I started in the financial industry in 1993 and became a Wealth Management Advisor in 2004.
I want to make managing your finances as easy as possible for you. As your Wealth Management Advisor, I will partner with a 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 Yakima Estate Planning Council and am also a member of the Yakima Tennis Club. In my free time I enjoy tennis, traveling and spending time with my five grandchildren.
Area of focus
Insurance Protection Planning
Retirement Plan Distribution Planning
Executive Compensation Planning
Business Succession Planning
Charitable Gifting Strategies
Goals Based Wealth Management
Primary office801 N 39th Ave
Yakima, WA 98902
Secondary office22 East Alder
Walla Walla, WA 99362
Secondary office1221 N. Columbia Center Blvd
Kennewick, WA 99336
Secondary office701 Jadwin Avenue
Richland, WA 99352
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.