My passion for guiding families with their finances began 30 years ago when as an undergraduate at the University of Washington’s Jackson School of International Studies, I got my first job in the financial services field at Piper Jaffray & Company in Seattle in 1991. Since that time, I have ...more

My passion for guiding families with their finances began 30 years ago when as an undergraduate at the University of Washington’s Jackson School of International Studies, I got my first job in the financial services field at Piper Jaffray & Company in Seattle in 1991. Since that time, I have had the opportunity to work in a broad array of positions in the financial services industry, both on my own and within teams, all with the single objective of helping clients achieve their goals. I hold Series 7, 63, and 65 licenses as well as Life, Disability and Long Term Care Insurance licenses in the State of Washington. As a graduate of the College for Financial Planning™ CFP® Certification Program, in 2011, I was honored to pass the CFP® Board Exam, allowing me to be designated as a CERTIFIED FINANCIAL PLANNER ™ professional. In May 2016 I was privileged to join Coldstream Wealth Management. Coldstream is an employee-owned, independently operated wealth management firm that's been earning the trust of high net worth clients since 1996. We guide you through the complexity of wealth management so that you can have peace of mind while achieving the financial and lifestyle goals that are important to you. Coldstream Wealth Management is a wholly-owned subsidiary of Coldstream Holdings Inc.less