I work closely with the team to support individuals and families to help them make informed financial decisions with clarity and confidence. My role involves supporting the team in understanding each client’s priorities. The team builds plans that align with what they value most—whether that’s planning for retirement, navigating major life changes, or organizing their financial picture more effectively.
I began working with Mike Perry in 2022 following an informational interview that led to an internship. Since then, I’ve continued to develop my approach with a focus on thoughtful service, clear communication, and long-term client relationships.
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 Outstanding Graduate Award from the Finance Department—an honor given to just two students in the graduating class.
Outside of work, I stay active through wakesurfing, snowboarding, golf, and regular workouts. I also enjoy traveling and exploring new foods and cultures with my partner, Emily. Though I spent much of my early life moving between different places, I’ve lived in Bellingham, Washington, for several years and consider it home.
