My role is help ensure that the client’s best interests are always the highest priority. In addition, as a registered principal, I stay current on all of the rules and regulations of the financial industry and help continually educate and inform our Financial Advisors and staff of any changes and best practices.
I have always been driven to work hard and treat everyone with the respect they deserve. When I see situations that can be improved upon, I do what I am able to help the improvements happen.
I enjoy giving back to my alma mater, and I am grateful to serve on the National Board of Advisors Finance Advisory Board for the Carson College of Business at Washington State University. In my downtime, I enjoy travelling and do so whenever I am able. I have always valued experiencing other parts of the world to get a global understanding of the cultural differences, how others perceive our life here in the USA, and to enjoy the authentic food of the region I am in. I also spend time on Whidbey Island, volunteering in the community, attending Sounders games and cheering on all the teams of Washington State University.
