Wealth Advisor
.Charitable Giving /Philanthropy
Business Planning
Estate Planning
Tax Efficient Planning
Retirement Planning
Business Owners
No matter what your financial goals, achieving them requires preparation. Whether you are nearing retirement, a business owner, or recently retired, my team will assess your situation and develop a financial strategy designed exclusively for you using an appropriate combination of solutions and strategies, which may include insurance products and investments. I'm passionate about making it easy for people to talk about their money (which I know can be tough)! I work with clients from Bellevue to Tacoma and in between. With offices all over the region, we can find a convenient place to meet.
Prior to entering the field of Finance, I worked as software engineer for over a decade. I love talking numbers with other techies and sharing a passion for optimization.
- FINRA Series 7 General Securities Representative Exam
- FINRA Series 66 Uniform Combined State Law Exam
- Bachelors of Science in Computer Science
- Masters of Business Administration
- Behavioral Financial Advisor
- Certified Financial Planner®
- Certified Exit Planning Advisor
- Bachelors of Computer and Information Science, Pacific Lutheran University
- Masters of Business Administration/Management, Pacific Lutheran University
- Masters in Business Administration
- CERTIFIED FINANCIAL PLANNER®
- Behavioral Financial Advisor™
- Certified Exit Planning Advisor®
- Series 7 - General Securities Representative
- Securities Industry Essentials
- California(Insurance Lic. #4373975)
- Colorado
- Hawaii
- Idaho
- Minnesota
- Missouri
- New York
- Ohio
- Oregon
- South Carolina
- Texas
- Virginia
- Washington
- Wisconsin
Insights
Office location
Federal Way Location
2505 S 320th St Suite 200
Federal Way, WA 98003
Phone253-686-3336HoursFederal Way, WA 98003
M – F: 9 a.m. – 5 p.m.
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.