91论坛

Here to act in your best interests

About me

As a financial planner, I have spent the last decade learning the ins and outs of the business. Being a millennial with a vast interest in technology, I grew up soaking in all the information age had to offer. This proved to be a valuable asset to both my clients and myself as the industry continuously evolves to incorporate such technologies.

Education

Attended - Glendale Community College

Visit one of our Locations

Seattle III - Bellevue

10900 NE 8th Street

Suite 1414

Bellevue, WA 98004

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Working with Us

The further you go in your financial life, the more complex it becomes. That鈥檚 why you need a partner who can help you plot a course. Whether you鈥檙e accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

Certain services provided on an educational and guidance basis only.

The latest insights from our experts

    Market Insights 鈥 April

    IRS rules for caregivers

    How to Customize Your Retirement Plan Using the 4% Rule

    Should you try to hedge against inflation?