Let's work together to reach your goals!
No matter what your financial goals, achieving them requires preparation, planning, and confidence. Whether you are just starting out in your career or preparing for retirement I'll assess your situation and develop a strategy designed just for you that will help you invest, protect, and efficiently transfer wealth.
Some of the areas I specialize in include:
- Retirement income planning
- Retirement income accumulation
- Life insurance
- Investments
I look forward to having a conversation and getting to know you and your needs, so I can provide comprehensive financial advice and we can work together to reach your goals.

Proudly serving Spokane
Spokane Washington is a city with a small town feel. It has everything we need close at hand without feeling too big. It’s a short drive to lots of great activities like :
- Hiking up to the vista house on Mt Spokane
- Attending Spokane Indians ballgames at Avista stadium
- Biking on the Centennial Trail

Located at the corner of Nevada and Hawthorne
Our office is convenient whether you are coming from the north or from the freeway. It is close to both Hwy 395 and Newport Hwy 2. It is an easy drive from the North Spokane Corridor. It is in a clean office complex with access to plenty of parking and well- lit at night.
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Location
Spokane Office
- Phone:
- (509) 467-1320
Hours
M – F: 9 a.m. – 5 p.m.