Categories
Financial Advisors and Planners
Hours:
Monday 8A - 4P
Tuesday 8A - 4P
Wednesday 8A - 4P
Thursday 8A - 4P
Friday 8A - 4P
Saturday Appt only
Driving Directions:
On California Ave SW with complimentary parking off of Charlestown down the alley.
About Us
Helping others has always been a driving force of who I am. I believe by partnering with others to help them achieve their financial goals, I am positively changing their lives and those they care about.
I strive to hear and understand clients' unique stories so that I can help with their investment choices to achieve their goals.
The desire to help others started with my career as an EMT in Seattle which lasted about five years. As I continued my career, I accepted a position approving tissue for transplant in eye donation. I was later promoted and became a hospital account manager to assist nurses and hospitals meet expectations around organ, tissue and eye donation so they could receive government funding.
I have lived in West Seattle for over 25 years. I met my wife 20 years ago at Chief Sealth High School. She is a small business owner here in West Seattle, so I am quite aware of the struggles of small businesses inside and out. I love finding ways of supporting entrepreneurs as they live out their dreams.
On top of supporting individuals and business owners, I have the pleasure of watching my two grade school daughters, Addison and Charley, grow up in our great community. You can usually find us on the weekends playing soccer or softball.
After a decade, it became very apparent to me my interest to help others with their financial future was my passion. I am excited for the impact I can make on others as they achieve their financial goals. Give me a call at 206-612-5554 or message me to set up a no-obligation consultation on your financial goals.