Wealth Advisor
.Estate Planning
Tax Efficient Planning
Healthcare Professionals
Retirement Planning
Business Owners
I am a holistic financial professional and CERTIFIED FINANCIAL PLANNING™ practitioner with deep expertise in investments, insurance, estate planning, tax efficiency strategy, and all things retirement planning related.
For the past 20 years and going strong, I have worked with clients across Washington and Alaska in this helping profession.
My clients often work for local Seattle area employers including Boeing, Microsoft, T Mobile, Alaska Airlines, Auburn Schools, and many others. Some clients are self-employed, and many have happily transitioned to retirement.
Born to a teacher and small business owner and veteran, I was raised about 30 minutes south of the Canadian border in the college town of Bellingham, WA. After spending a few years for college in Arizona, some time in Snohomish county, and a short stay in Alaska, I ended up in the Covington/Maple Valley, WA area where I am married with 2 children.
I wanted to be in the financial industry as far back as I remember. As a young child and with zero prompting from my parents, I was fascinated by the stock market and desired to become “series 7 licensed stockbroker.” While I did end up achieving that “series 7 license”, I learned later that financial planning is so much more than just investing.
As a child, I watched my family make some good financial choices and ones that would later cause heart ache and pain. Some of these choices may have been better with the right trusted advice. I hope to help people learn from these lessons and childhood observations.
After graduating from the University of Arizona with a degree in economics and strong coursework in business, I joined Thrivent Financial in the summer of 2004. While I was attending college, I had spent time as a licensed intern with major financial services company where I first got exposed to this personally rewarding industry.
I was attracted to Thrivent because of the Christian values and the viewing of money more as a tool as opposed to a destination itself.
In my free time during the winter months, you might spot me on the chair lift with my daughter at Crystal Mountain, WA or in Whistler, BC. Ski season always ends too soon.
In the summers, I enjoy tennis, salmon fishing and all things on the water.
I also enjoy a good movie, too much coffee, red wine with friends, and college basketball. Go ARIZONA CATS!
I look forward to meeting you and learning about your "WHY"
- CERTIFIED FINANCIAL PLANNER®
- Chartered Financial Consultant®
- Chartered Advisor for Senior Living®
- Fraternal Insurance Counselor
- Retirement Income Certified Professional®
- Certification in Long-Term Care®
- Series 7 - General Securities Representative
- Alaska
- Arizona
- California(Insurance Lic. #0H34537)
- Colorado
- Connecticut
- Florida
- Idaho
- Michigan
- Missouri
- Montana
- Nebraska
- Oregon
- Texas
- Utah
- Washington
Office locations
Licensing is available through your State Insurance Department’s website, which can be located through the National Association of Insurance Commissioners website.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent provides advice and guidance through its Financial Planning Framework that generally includes a review and analysis of a client’s financial situation. A client may choose to further their planning engagement with Thrivent through its Dedicated Planning Services (an investment advisory service) that results in written recommendations for a fee.
Designations
For additional information on professional designations and the requirements to earn them, visit https://www.thrivent.com/designations
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.