I work with individuals and families to help them plan their finances around their goals, with a focus on retirement planning and investment management. I believe good planning starts with clear communication and follow-through, and I aim to be responsive, prepared, and straightforward with every client.
I earned my Bachelor of Arts in Business with a concentration in Finance from Western Washington University, where I graduated with a 3.94 GPA and received the Finance Department’s Outstanding Graduate Award. I began my career at Wells Fargo Advisors and earned my CFP® designation early on while supporting two senior advisors and working with my own clients. I have worked alongside Mike Perry since 2022 and helped lead our team’s transition to 1854 Capital Management.
What I enjoy most is helping people connect their finances to what matters to them, whether that is preparing for retirement, navigating a major life change, or getting organized. My approach starts with listening, then developing a plan based on each client’s priorities. I am grateful to learn from Mike, and his example continues to shape how I serve clients.
Though I moved around a lot growing up, I have lived in Bellingham for several years and consider it home. Outside of work, I enjoy wakesurfing, snowboarding, and staying active, as well as traveling and exploring new foods and cultures with my fiancé, Emily.
I am currently accepting new clients and welcome the opportunity to talk about your goals.
