WSECU Investment Management
Office: 800.456.3152 x70230
Branches served: Dash Point, Lakewood and South Hill
I was first introduced to economics in high school. My older brother was taking courses and had fallen in love with economics. When I heard him talk about them, I knew I found my passion. Fast forward several years to when I started in finance as a relationship manager in the banking industry. There, I learned how to serve my clients, understand their life priorities and goals, and partner together to work toward those goals. I wanted to be able to do more for my clients to help achieve their dreams. That led me to a career as a financial advisor.
I work with my clients to understand what's important to them and create financial strategies that help them meet their needs. We work together over the long term to stay on track. We all have different priorities, and understanding what's important to you is a key part of my practice.
I am an active volunteer in my communities. I enjoy teaching others about financial literacy and sound financial principals. I also enjoy volunteering for many non-profit groups including Food Lifeline, United Way, Habitat for Humanity and many more.
I hold my Series 7 and 66 securities registrations with LPL Financial. I also hold health and life insurances licenses with Washington state.
I look forward to speaking with you!
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Securities offered through LPL Financial member FINRA/ SIPC. Insurance products offered through LPL Financial or its licensed affiliates. Financial planning services may be offered through Washington State Employees Credit Union d/b/a WSECU Investment Management, a registered investment advisor and separate entity from LPL Financial. Financial planning and other advisory services may be offered through LPL Financial, a registered investment advisor.
Not NCUA Insured | No Credit Union Guarantee | May Lose Value
WSECU Investment Management is a registered investment advisor in the State of Washington. The advisor may not transact business in states where it is not appropriately registered, excluded, or exempted from registration. Individualized responses to persons that involve either the effecting of transaction in securities, or the rendering of personalized investment advice for compensation, will not be made without registration or exemption.
WSECU and WSECU Investment Management are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
NDIP (Non-deposit Investment Products) may be offered by an employee who serves both functions of the credit union and the selling of non-deposit investment products.
Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services. Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.