I focus on helping clients build, manage, and transition their wealth with intention and discipline. I believe in active investment strategies and invest alongside my clients, aligning my success with theirs. I’m known for doing what I say I’m going to do and genuinely caring about the people I serve.
I earned my Bachelor of Arts in Business Administration from Western Washington University and hold FINRA Series 7, 63, 65, 3, 9, and 10 licenses. During my time at Wells Fargo Advisors, I was recognized as a Platinum Advisor* for 18 years (2007-2025) and had the privilege of leading one of the well-recognized branches in the country. I successfully transitioned my clientele to my independent practice in a short period of time, an effort that was incredibly well received and a reflection of the trust built over decades of relationships.
What I enjoy most about my work is helping people solve for what matters most, whether that is planning for retirement, funding a child’s education, or caring for a loved one. My approach starts with listening and understanding each client’s priorities, then delivering thoughtful, personalized strategies to help them move forward with confidence. I have been fortunate to learn from incredible mentors throughout my career whose guidance helped shape the way I serve clients today.
I was born and raised in Sedro-Woolley, Washington, and I am a proud parent to my twins, Joshua and Tessa. Outside of work, I enjoy hunting, fishing, home improvement projects, and spending time on the water, including boating, water skiing, surfing, shrimping, and crabbing, as well as snow skiing with my family. I value an active lifestyle and the time we get to spend together.
At the end of the day, I am committed to raising the bar for my clients through hard work, persistence, and a consistent focus on delivering an exceptional experience. I welcome the opportunity to build lasting relationships and help you move forward with clarity and confidence.
*The Platinum Council (previously known as Premier Advisor) distinction is held by a select group of Wells Fargo Financial Advisors as measured by completion of educational components, business production based on the previous year and professionalism. The title is awarded each March, based on activity for the prior January 1 – December 31st period. Additional criteria, adherence to best practices and team structure were also used to determine recipients.
