Let's put your plans in motion
Want to pursue lifelong dreams — while supporting people and causes you care about? The right guidance can help you get there. Tell me where you're at today. Driven by your goals and values, I'll draw on my industry expertise to help you map out a path to a more secure financial future.
The goal is to help you chart a path toward freedom, impact, and legacy. To ensure clients gain confidence in their financial plan and help them manage their wealth. We help you to have the ability to be generous – with your kids, your grandkids, your church, and charities. No matter where we are starting in our work together, we will address the following specialized areas:
- Efficient Cashflow
- Portfolio performance
- Tax-efficient planning
- Being wise with your funds
- Investing with effectiveness
- Charitable giving and wealth transfer
If you find yourself looking for ways to make wise decisions in preparation for your retirement or trying to figure out how to leave a legacy, then let’s schedule some time to dive into the details.
We have offices centrally located along the Puget Sound to serve clients in Tacoma, Gig Harbor, Silverdale, Federal Way, and the greater South Seattle area. If you can see Mt. Rainier, we have an office that will work for you. We also work virtually with clients across the nation.