As a Financial Professional, with AXA Advisors, I help individuals, families, and business owners develop and implement a customized financial plan based on their goals and values. I am a dedicated financial professional who is truly committed to excellence in providing clients with cutting edge techniques and strategies to help address their financial concerns. I also work closely with attorneys, accountants and my clients' other financial professionals to create strategies that best serve the clients' interest

 

I have been an advisor at AXA since 2010. To stay on top of my field and develop my professional skills, I regularly attended industry training and certification programs. I have the following FINRA Securities Registrations: Series 7 and Series 66. I also maintain insurance licenses for Life, Disability and Long Term Care insurance.

 

I graduated from William Penn University in Okaloosa, IA where I received a Bachelor of Science in Business Administration with a Minor in Economics. While there, I was awarded the Wall Street Journal Student Achievement Award given to the top graduating Business student each year.

 

My team includes a Certified Financial Planner CFP®,a Chartered Life Underwriter (CLU), a Chartered Financial Consultant (ChFC), and a Chartered Advisor for Senior Living (CASL), and a Certified Public Accountant (CPA). Working with this team of experts allows me to provide value for my clients needing more complex estate and business planning strategies.

 

As an avid sports fan and active member of the Seattle, Washington community, you might see me volunteering and coaching various youth sports teams throughout the year.

 

 

 

If you or someone you know would benefit from my services, please contact me to see if we are a good fit to working together. I look forward to hearing from you!