I joined Waddell & Reed in 2016, bringing with me nine years of experience from Philips Healthcare in Bothell, WA. Transitioning to the financial services industry has been a rewarding decision, as I’m passionate about helping individuals and families make informed financial choices for their futures.
As an LPL Financial Advisor, my mission is to deliver exceptional service while guiding clients through the complexities of financial planning. I focus on holistic strategies that encompass retirement savings, income generation for those nearing retirement, and fostering healthy financial habits. I’m dedicated to helping young people set savings goals, prepare for homeownership, and start important conversations with parents about saving for their children's education, whether for college or trade schools. Together, we can create a roadmap for long-term financial well-being.
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!
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