Specialties
About Me
With over a decade of experience in my role as a Wealth Management Advisor at Merrill, I provide thoughtful guidance to clients navigating complex financial decisions.
I have a strong analytical background and a genuine focus on understanding each client's priorities. No matter the situation, I emphasize financial education with empathy and a strategic mindset to help clients build financial security for the future. In addition to my CAP® designation, I am also a CERTIFIED FINANCIAL PLANNER® professional, awarded by the Certified Financial Planner Board of Standards, Inc. I integrate wealth management, legacy planning, and philanthropy to help clients align financial choices with their long-term goals. My husband, Luke, and I reside in North Everett with our son and twin daughters. I love spending time outdoors with my family, one of our favorite activities is walking the Everett Waterfront and popping into one of the bakeries or coffee shops for a treat. Outside of work and family life, I am actively involved in my community and serve on the WA market board for the March of Dimes, raising awareness for maternal and infant health initiatives. When time allows, I also enjoy cooking and attending live music events.
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Interests & Hobbies
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Credentials
CAP®, CFP®
Chartered Designations
What do these credentials mean?
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Disclosures
Investment, insurance and annuity products: Are Not FDIC Insured, Are Not Bank Guaranteed, May Lose Value, Are Not Deposits, Are Not Insured by Any Federal Government Agency, Are Not a Condition to Any Banking Service or Activity. Investing involves risk. There is always the potential of losing money when you invest in securities. Past performance does not guarantee future results. Asset allocation, diversification and rebalancing do not ensure a profit or protect against loss in declining markets. Merrill, its affiliates, and financial advisors do not provide legal, tax, or accounting advice. You should consult your legal and/or tax advisors before making any financial decisions.