Specialties
About Me
I was first introduced to economics in high school.
My older brother was taking courses and had fallen in love with economics. When I heard him talk about them, I knew I found my passion. Fast forward several years to when I started in finance as a relationship manager in the banking industry. There, I learned how to serve my clients, understand their life priorities and goals, and partner together to work toward those goals. I wanted to be able to do more for my clients to help achieve their dreams. That led me to a career as a financial advisor. I work with my clients to understand what's important to them and create financial strategies that help them meet their needs. We work together over the long term to stay on track. We all have different priorities and understanding what's important to you is a key part of my practice. I am an active volunteer in my communities. I enjoy teaching others about financial literacy and sound financial principals. I also enjoy volunteering for many non-profit groups including Food Lifeline, United Way, Habitat for Humanity and many more. I hold my Series 7 and 66 securities registrations with LPL Financial. I also hold health and life insurances licenses with Washington state. I look forward to speaking with you!
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Interests & Hobbies
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Always free for clients.
Credentials
AAMS
Chartered Designations
What do these credentials mean?
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Disclosures
WSECU (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Washington State Employees Credit Union (WSECU) and WSECU Investment Services are not registered as a broker-dealer. Registered representatives of LPL offer products and services using WSECU Investment Services and may also be employees of WSECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WSECU or WSECU Investment Services. Securities and insurance offered through LPL or its affiliates are: Not Insured by NCUA or Any Other Government Agency | Not Credit Union Guaranteed | Not Credit Union Deposits or Obligations | May Lose Value