I joined Waddell & Reed with Jim and Shari's team in 2016. I spent the previous 9 years of my professional career at Philips Healthcare in Bothell, WA. The transition to the Financial Services industry was the best decision I made. It is a rapidly changing and diverse industry that I'm very grateful to be a part of helping shape. Striving to help drive productive change within our business to more significantly meet the needs of our clients is one of my most important priorities.
My goal as a LPL Financial Advisor is to continue to provide excellent service to our clients and to help families and individuals understand the value and potential reward of making sound financial decisions for long term success. I focus on assisting clients plan for their future, including saving for retirement, building budgets, preparing for buying a home, saving for college education for kids, and survivor insurance needs.
I have 2 wild and crazy boys that keep their parents on their toes. I enjoy spending time with my large family, and I also enjoy traveling the great outdoors. Along with other activities, Sports have been an essential part of my personal development and my ability to work in teams with a high level of collaborative engagement. I believe many of those principles help me engage with my clients on a more impacting level. They also initiate great conversations and life stories to share about our experiences. I look forward to connecting with you, as you plan for a better financial future!
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