Financial Advisor

Welcome! Everyone is unique and has a story; I look
forward to understanding yours, and helping you
achieve your potential. As you look for an advisor,
remember the three C’s: Competence, Character, and
Chemistry. I believe my personal experience of over 20-
years in business management, and 7-years serving as a
church Elder will help me get to know you, your
business, and normalize sensitive conversations about
money and life’s challenges in a professional and
confidential manner without judgement. I look forward
to talking with you.
I work with individuals and business owners to educate
and tailor financial plans to improve efficiencies and
achieve your goals by offering:

  • Financial Advising and Planning
  • Wealth Management
  • Risk Management
  • Tax Services

Professional credentials:

  • NASAA Series 65 Uniform Investment Advisor Law
  • FINRA Securities Industry Essentials (SIE)
  • Accredited Behavioral Finance Professional (ABFP)
  • Chartered Retirement Planning Counselor (CRPC)
  • Financial Paraplanner Qualified Professional (FPQP)
  • Wealth Management Specialist (WMS)
  • Ramsey Solutions Master Financial Coach
  • WA Insurance Producer #1218643 (Life, Disability, Property,
  • Casualty)
  • Project Management Professional (PMP) #1228071
  • BSEE – University of Wisconsin
  • Securities Registration – Series 6 and 63

503 Hwy 20, 2nd Floor Suite 5
Winthrop, WA 98862

Phone (509) 508-0388
Fax (808) 587-8307