Meet the Team

My Role

As a Senior Client Service Associate, I’m all about making sure our clients feel cared for and supported every step of the way. I team up closely with our Lead and Associate Advisors to ensure our clients receive top-notch service.

My day-to-day involves juggling operational tasks related to client care, adjusting priorities as needed, and tackling a variety of tasks in a well-organized manner. By managing these responsibilities efficiently, I help ensure our clients enjoy a smooth and exceptional experience.

My Story

With more than three decades of experience in finance, I bring a strong foundation in client service and financial management. I studied at Edmonds College with an emphasis in finance, which shaped my thoughtful, detail-oriented approach. I enjoy navigating complex financial situations while ensuring clients feel confident and supported every step of the way.

I grew up in Kirkland, Washington, and have a deep appreciation for the Pacific Northwest. I love exploring its natural beauty and am a proud fan of the Seattle Seahawks, Mariners, and Washington Huskies—Go Dawgs!

Education

Edmonds College
Coursework in Finance

Designations

Financial Paraplanner Qualified Professional™