Direct: 360.570.3568
Office: 800.456.3152
Branches served: Tumwater Town Center, Tumwater Trosper and Chehalis
As your financial advisor, my goal is to help you move forward with confidence. I take the time to understand your goals, values, and priorities so we can build a financial strategy that fits your life and supports your long-term plans. Whether you're preparing for retirement, saving for a major milestone, or looking for greater clarity about your financial future, I'm here to provide guidance tailored to your needs.
I entered the financial services industry because I enjoy helping people work toward the goals that matter most to them. I believe the best financial plans are built on trust, strong relationships, and ongoing communication. As your life changes, we'll adjust your strategy to help keep you on track and focused on what matters most.
Originally from Montana, I enjoy spending time outdoors hiking, biking, and skiing. Outside of work, you'll often find me reading, playing board games, or performing with local bands in the Olympia area.
I hold FINRA Series 7, 63 and 65 registrations through LPL Financial, as well as Life and Health Insurance licenses in Washington State. I look forward to working with you and helping you pursue your financial goals with confidence.
Check the background of investment professionals associated with this site on FINRA's BrokerCheck.
Securities and advisory services are offered through LPL Financial, a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Washington State Employees Credit Union (WSECU) and WSECU Investment Service are not registered as a broker-dealer. Registered representatives of LPL offer products and services using WSECU Investment Services and may also be employees of WSECU. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, WSECU or WSECU Investment Services, a registered investment advisor. Securities and insurance offered through LPL or its affiliates are:
WSECU and WSECU Investment Services are not registered broker/dealers, nor are they affiliated with LPL Financial.
The LPL Financial registered representatives associated with this site may only discuss and/or transact business with residents of the following states: AK, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, LA, MA, MD, ME, MI, MO, MN, MT, NC, NE, NJ, NM, NV, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV.
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.
Your perspective is important to us and helps us see where we’re hitting the mark and where there might be areas to improve.