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. Helping people make good financial decisions for their and their family’s future makes me excited to work daily!
My goal as an 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 holistic financial planning, which includes saving for retirement and building incomes for those in or near retirement, as well as the little things. I encourage good habits with monthly spending and building savings goals, helping young people prepare for buying a home, and starting conversations with young parents about saving for education costs for kids, including college and trade schools.
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. I’m an active person in the Pacific Northwest, including being a diehard Mariners Fan. Sports have been an essential part of my personal development and my ability to work in teams with a high level of collaborative engagement and communication. I believe many of those principles help me engage with my clients on a more impacting level. They can also provide great conversation outside of the normal day-to-day “how’s the weather” small talk. 😊
I look forward to connecting with you, as you plan for a better financial future!
If you'd like to discover the power of Financial Planning, click here to begin a basic free consultation. Or click below to schedule a free meeting. Financial Plan Consultation