My Profile | Network In Action
  • Basic Information

  • Company
    Merit Financial Advisors
  • Phone
    (425) 392-2200
  • Mobile phone
    (425) 507-7240
  • Email
  • What is your "why"? Why do you do what you do?
    I enjoy helping people achieve their goals through financial planning.
  • About me
    I graduated from Central Washington University with a degree in Finance and Economics. I have been in Finance for 14 years and am a Certified Financial Planner.
  • Profession
  • Title
    Wealth Manager
  • Hobbies and interest
    Lifelong Seattle Sport fan. I enjoy boating, camping, snowboarding and I am an avid golfer.
  • Website
  • Contact Information

  • City / Town
  • Describe your perfect referral
    Someone that is looking to gain clarity of their Financial Picture through financial planning. More often then not, this comes when money is in motion ie. Retirement, inheritance, real estate sale, exc.
  • State
  • Zip
  • Country
    United States
  • Google Business Review URL
  • Facebook Business Page URL
  • LinkedIn Profile
  • Education

  • College / University
    Central Washington University
  • Graduation Year
  • Qualifying Questions: What are three questions we can ask clients to help pave the way for a referral? List them here.
    Do you have clarity around your financial future? Are you retiring soon? Do you have a plan for any financial goals?
  • Describe How You Would Like To Be Introduced Via Email
    Wealth Manager with Merit Financial Advisors