I am an independent Financial Advisor that passionately helps high net worth investors grow their assets and preserve their wealth. I specialize in crafting portfolio diversification that includes alternative investments in private companies. My proven six step process includes an introductory appointment to determine if my services line up with your financial goals and dreams, an appointment to capture an understanding of your financial situation, an assessment of your financial situation, a third appointment to go over your written and customized financial plan, implementation of your financial plan at a pace that is comfortable to you and then frequent monitoring of your progress.

Phone: (360) 828-8521

Cross Streets: Near the intersection of NE 109th St and NE Stutz Rd