As a Certified Financial Planner (TM), I launched the firm in 2010 with the charter of helping clients put their financial future into focus.
Since 2010, my clients are primarily working professionals and retirees in many industries. Many work at companies such as: Amazon, Microsoft, Boeing, Zulily, Expedia, Zillow, Google, Accenture, Facebook, Rover, and LinkedIn. Many clients also work in the public sector or not-for-profit sphere at entities such as: FAA, NSA, City of Seattle, City of Bellevue, KEXP, University of Washington, Harborview, Fred Hutchison, Virginia Mason, King County, and the Bill and Melinda Gates Foundation.
My clients like working with a Fee-Only CFP(R) who provides financial planning and investment expertise, affording them the ability to steward their financial resources towards their goals. They value the peace of mind that comes from working with a Fee-Only Financial Planner and, as a result, feel empowered to see through on their goals and dreams.
I graduated from the University of Oklahoma Michael F. Price School of Business with my BBA in Accounting. I have over a decade of financial planning experience. Prior to becoming a CFP(R), I enjoyed working in tech, helping drive software launches and customer readiness campaigns during the 90s and the 00s.
I have been quoted multiple times in the press, including Seattle Times, Time, US News and World Report, Forbes, NWSource, Dice, High Beam, and Business Insider. I have provided pro bono financial planning for over 10 years via Seattle not-for-profits and industry affiliations.
I volunteer with Seattle-King County Asset Building Collaborative, with Financial Peace U., and other Seattle non-profits. Email me to discover what it’s like to have financial planning that’s clear and on your terms.
Get in touch to further determine what the best model is for your goals and to discover what it’s like to work with a Fee Only Financial Planner.