I work with clients to develop financial plans, evaluate investment strategies, and think through retirement and other important life transitions. My background is in investment management, across both institutional and private client settings, and I bring that perspective to helping clients understand their options. Working together with our team, I help turn those conversations into practical steps that reflect each client’s goals and priorities.
I like work that sits at the intersection of markets, people and decision-making. I enjoy helping make complex things more useful, whether that means working through a planning question, weighing different options, or helping someone understand how the pieces of their financial life fit together. The best work, to me, is when careful problem-solving helps someone feel more confident about an important decision.
I like getting outside as much as possible, whether that’s cycling, mountaineering, camping, or spending time around the water with friends and family. I also love playing music, especially guitar. As a Pacific Northwest native, I grew up a huge fan of the Sonics (RIP) and Mariners, and I love going to Sounders and Seahawks games as well.
