My role is help ensure that the client’s best interests are always the highest priority. In addition, as a registered principal, I stay current on all of the rules and regulations of the financial industry and help continually educate and inform our Financial Advisors and staff of any changes and best practices.
I have always been driven to work hard and treat everyone with the respect they deserve. When I see situations that can be improved upon, I do what I am able to help the improvements happen.
Whenever I am able, I travel. I have been fortunate enough to travel to many parts of the United States and the world. I have always valued seeing and experiencing other parts of the world and getting a global understanding of how everything works. Other than travel, I spend a lot of time on Whidbey Island, volunteering in the community, going to Sounders games and cheering on the Washington State University Cougars.