An advisor who puts your interests first.
You may be seeking answers to questions like these:
Do I, or will I ever, have enough money to retire?
Am I paying more than I need to in taxes?
How do I invest for my children's college education?
What if I run out of money to live the rest of my life?
My healthcare costs will continue to increase. Will I survive the nightmare?
Using a personalized planning process, I can assist you in developing a plan to help meet your financial goals -- whether they are building personal wealth, planning for retirement, minimizing estate taxes or providing for the education needs of your children or grandchildren.
Working in close partnership with you, I can help you define your investment objectives and risk tolerance, then determine an asset allocation strategy.
My four-step planning process offers my clients personalized investment strategies:
Develop a plan
Implement the plan
Measure and monitor results
I serve my clients with responsiveness, professionalism and concern while providing solutions that cover all aspects of your financial life.
Financial professional with over 35 years experience in the Securities Business
Named One of the Top Wealth Managers, Seattle Magazine, 2007 & 2009-2020
Completed prescribed educational programs from New York Institute of Finance
Earned Accredited Asset Management Specialist designation from the Institute for Wealth Management
Previously active with The Tacoma Youth Chorus: Board of Directors
Served on the Advisory Board for Highline Senior Center
- Annuities and Insurance
- Asset Management
- Financial Planning
- Retirement Planning
- Wealth Management
- Holds Series 7 & 66 licenses
- WA Insurance Lic. #51922