By building strong relationships with our clients that allow us to understand how we can best help them achieve their financial goals. My goal is that our clients can consult with me on any financial questions they may have.
Helping a client achieve something that they didn’t think was possible. Whether it be retiring sooner than they planned, helping their kids buy a home, or taking a dream vacation, it brings me joy to see clients enjoy the benefits of good financial planning.
I enjoy spending my time with family and friends throughout the Puget Sound area. You can usually find me doing something sports or music related. I love playing golf, watching the Mariners and Seahawks, and going to concerts.