As a Wealth Advisor for Northwest Financial Advisors, I enjoy assisting clients from a range of backgrounds with a variety of financial issues. Whether you simply want to help your kids pay for college while continuing to save for your own retirement, or you’re a small business owner with more ...more

As a Wealth Advisor for Northwest Financial Advisors, I enjoy assisting clients from a range of backgrounds with a variety of financial issues. Whether you simply want to help your kids pay for college while continuing to save for your own retirement, or you’re a small business owner with more complex planning issues such as wanting to be more tax efficient, I will make sure you understand what your options are so that you can make informed decisions. I have more than 14 years of experience in the financial advisory business and more than three decades of experience supporting individual and business clients solving financial, accounting, business operations and taxation challenges. When you need financial, retirement, tax-efficient investing or estate and wealth transfer advice, I welcome you to contact me so we can work together to create a plan that addresses your current lifestyle as well as your future goals and aspirations.less