No one understands your goals like you do - but together, we can find a way to reach them! I want to help you create a holistic, personalized financial strategy and a solution that is based on your financial goals. My goal is to help you make your goals become a reality through a team effort to "make sense of investing" and partnering together to work towards the future.
However, I firmly believe that the key to a quality, long-term financial partnership is trust and personal relationships. Your finances will never be as personally important to anyone else than they are to you because they are YOUR goals. Your future goals will be the driving force behind the solutions-based strategy that we will implement together - a strategy that is designed for the long-term, perfectly custom fit to your specifications and adjusted as needed along the way.
If you have read this far, chances are that there is something in what I have said that has piqued your interest. I am not the right person for everyone, but if you value a personal relationship, want to take control of your financial future and value professional advice to help keep you on track, give me a call and lets sit-down for a complimentary first meeting!
Outside of work, I can usually be found enjoying time with my large family, the silly antics of my Bernese Mountain Dog, Rylee, or curled up with a good book and a cup of coffee. As a lifetime resident of the Pacific Northwest, I have always been in love with our beautiful scenery and sweeping landscapes, and I enjoy hiking and appreciating the view when I can.
In the past, I have been heavily involved in the Children’s Cancer Association, Doernbecher Children's Hospital, National Amputee Coalition and Nike Freestyle as a survivor ambassador. Currently, I am still giving back in my community through the local Kiwanis Club and Woodland chamber of commerce.
Ask me about it sometime!