I started my career in the financial services industry over 25 years ago as a Financial Planner at a large investment firm and then moved to an independent investment company where I was an Investment Advisor for retirees and private pension plans. I have spent many years in matching clients with both financial and insurance solutions to help them make the best decisions for their unique life situations. To better serve you, I am licensed as a Registered Investment Adviser and fully credentialed as an Insurance Adviser as well.
Over the last several years, one of the most important lessons I’ve learned is understanding the specific needs of my clients and recognizing that everyone’s economic and life situation is unique. It is what I love about working individually with clients and being able to provide personalized solutions and peace of mind in an everchanging market.
Since I grew up in a family of small business owners in southern Nevada, I learned firsthand many great examples of a strong work ethic and personal responsibility from both my parents and grandparents. This prepared me to better understand how important trust, financial prudence and planning is when creating a sound financial plan for retirement.
I graduated from Arizona State University with a degree in Finance and have been happily married 34+ years to my college sweetheart. We moved to the Pacific Northwest over 25 years ago and raised our 2 children, Kelsey and Coleman in Gig Harbor, WA. We recently moved to Tacoma and in my spare time, I love spending time with my family, cycling and reading.