HOW DO YOU PLAY THE ROLE OF A MAINSPRING IN OUR CLIENTS’ LIVES? 

As an Associate Financial Planner, my role is to be a driving force behind our clients’ financial success. I help provide them with clarity, effective communication, and confidence in their financial decisions. By supporting our clients, I ensure that every client has the tools and knowledge to pursue their financial goals. I strive to be a trusted resource that keeps everything running smoothly for them and to take the stress of financial planning off our clients’ shoulders so they can focus on enjoying their lives.

WHAT DRIVES YOU? 

I am driven by the opportunity to make a meaningful impact on people’s lives. Finance can be overwhelming, and I find fulfillment in helping clients navigate complex decisions with confidence. Beyond that, I thrive on continuous learning- staying ahead of market trends, deepening my expertise, and always improving my ability to serve clients effectively.

HOW DO YOU SPEND TIME OUTSIDE OF WORK?

I love spending time with my friends in the Seattle area and experiencing new things. Whether it is trying new restaurants, day trips to nearby cities, or going to a concert, I enjoy looking for fun opportunities to participate in. I also enjoy creating recipes and cooking for family and friends when I have free time, and when I have the time, I love to travel.