My Profile | Network In Action
  • Basic Information

  • Company
    Morgan Stanley
  • Phone
    (253) 597-6315
  • Mobile phone
    (253) 948-6712
  • Email
  • What is your "why"? Why do you do what you do?
    I want to help others live life by their terms by having peace of mind with their finances and leave a legacy that lasts for generations to come.
  • About me
    I'm a Pacific Northwest Native with a passion for serving others and creating lasting relationships. I graduated from the University of Washington Tacoma with a Bachelors in Business Administration Finance. I come from a service background that enables me to provide top notch experiences for my clients. As a Financial Advisor, my mission is to help my clients focus on the things in life that matter most to them rather than the financial implications that can interfere.
  • Title
    Financial Advisor | Financial Planning Specialist
  • Hobbies and interest
    Hiking, Camping, Fishing, Golf, Soccer and adventures with my dogs Oliver and Kaiya.
  • Website
  • Unique Selling Proposition
    Every individual has a constantly evolving financial roadmap. I strive to understand where you’ve been, so together we can decide how to get you where you dream to go. We all deserve to be empowered with the knowledge and resources necessary to achieve financial freedom, and I leverage my unique experience and financial planning specialization to help chart your goals and set up your legacy for enduring success.
  • Contact Information

  • City / Town
  • State
  • Zip
  • Country
    United States
  • Special offers to the group
    Free Consultation/Portfolio Review
  • LinkedIn Profile
  • Education

  • College / University
    University of Washington Tacoma
  • Graduation Year