Whether you are building your personal wealth, or already retired looking for income, I can help you. Using a personalized planning process I first help to define each client's goals, then develop a strategy to help achieve those goals.
Each client will have different needs:
- Planning for retirement
- Income during retirement
- Education and college planning
- Estate planning
To help fulfill these needs I can help determine a plan, suggest an asset allocation strategy, implement the plan, and monitor and adjust the portfolios as needed.
As an advisor who puts your interests first, I serve my clients with professionalism, responsiveness, and concern.
Recognized by the firm as a member of the prestigious President's Club for outstanding contributions to the Wealth Management Division.
- Annuities and Insurance
- Asset Management
- Financial Planning
- Retirement Income Specialist
- Retirement Planning
- Wealth Management
- More than 20 years experience in the Securities Industry
- Certified Financial Planner™
- Portfolio Manager
- Series 7, 63, 65 licensed
- Washington State Insurance licensed