Meet the Team
Helping cultivate long-lasting relationships with clients
As a Client Service Associate, I work with a team of Associate Advisors and Lead Advisors to provide support for our clients’ future financial plans. I assist with the onboarding of new clients, distributions, and contributions. I am currently studying to become a CERTIFED FINANCIAL PLANNER™.
I grew up in Puyallup, WA just south of Seattle. I graduated from Western Washington University with a degree in Financial Economics. I have been powerlifting since 2019, and I hope to compete in an official competition soon. When I am not at the gym, you can find hiking somewhere in the PNW or planning my next backpacking trip.
Through the thick or thin I am a die-hard Seahawks fan. Go HAWKS!
Bachelor of Arts in Financial Economics, Western Washington University
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Focused on your needs, we provide comprehensive financial planning and investment advisory strategies for individuals and families. We’d love to hear from you.