Financial Planning, customized advice and wise counsel, strategic insurance, and investment management in South King and Snohomish County. A thought partner for financial life.
GROW / PROTECT / PRESERVE
At Thrivent, I center my practice and mission around caring and personalized financial advice and planning. I believe strongly in timely and strategic service, and the building of long-term client relationships.
I focus on pre-retires and retirees in the aerospace and aviation industry, technology employees, educators, and medical professionals.
Whether it be preparing for the first day of your retirement, navigating your workplace benefits, or saving to send your children or grandchildren to college, I strive to always put my client’s wellbeing first.
- Can you retire when the day comes?
- Will your kids have enough money for college?
- Should you pay down debt or contribute to your 401K?
- Can you afford that vacation home?
- Should you take that pension or social security now or wait ?
- Do you have the right kind and amount of life insurance to protect those that you love ?
- Are you prepared if things go wrong in your financial house?
I really want to understand the WHY behind your goals.
I seek to understand the things that matter to you and the things that don’t. They are both important in me understanding your values.
I’m here to listen, challenge you with useful and actionable feedback, and help you continue to make good progress from where you are today and toward where you want to be.
Taken from the aviation/professional pilot industry, I believe, it is my job to put and keep you on the “glideslope path” and “GPS” in your planning approach and runway destination.
Once you have “landed”, you will undoubtedly venture onto your next trip where you might grow to appreciate having me on board the flight sitting along side you as you go,
Let's put your plans in motion. Reach out to me today.
I see clients at my main office in Auburn,WA and my satellite location in Lake Stevens, WA.
I have also been working with folks virtually over Zoom.
I can be reached 425-275-1936 for a free initial phone or
You can also send me an email at firstname.lastname@example.org
Love to talk and learn more to see if I can help.