Let's put your plans in motion
My goal is to help simplify the many financial decisions you must make. The focus of my practice is to help people identify and mitigate the financial risks to those that they care about while also guiding them to properly fund their goals and dreams. It is my privilege to be a guide in helping people be wise with money and inspiring them to live generously. We succeed when our members and their communities thrive.
Specialties: I work with individuals, small businesses and non-profits to educate, advise and provide strategies and product solutions that help clients meet their financial needs and goals. Our professional, collaborative approach includes risk analysis to succeed when things go well and tools to be prepared and protected if something should go wrong.
I proudly serve clients across the nation with offices in Bellevue and Cle Elum.
While my primary office is in Bellevue, I reside on Mercer Island,
and spend time in Eastern, WA at our cabin and the family farm/ranch.
Meetings can be arranged in-person or via Zoom in the greater Puget Sound, East King, Kittitas and Eastern, WA regions –
including Mercer Island, Bellevue, Sammamish, Seattle, Issaquah, Renton, Kent, Suncadia, Cle Elum, Ellensburg, Ephrata, Deer Lake, Loon Lake, Moses Lake and beyond.