No matter what your financial goals, achieving them requires preparation. Whether you are nearing retirement 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)! 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. In my free time, I enjoy coaching Ultimate Frisbee at Pacific Lutheran University. I also love reading and trying new things. I work from Bellevue to Tacoma and in between. With offices all over the region, we can find a convenient place to meet.