As our client, you will have a team of highly qualified professionals working for you to provide you with the best coverage for you, your family, or your business. Building a long-lasting relationship with our clients is our number one priority.
My Goals are threefold: To be competent and effective; caring and compassionate, and to do the right for you as my customer and client. As your Advisor, it is important to know that I have been successfully practicing for over 17 years. I hold the Series 7, Series 6, Series 24, Series 65, Series 6, and 63 securities licenses. I have an undergraduate BA degree from Western Washington University in Political Science/International Relations. I also hold an MBA degree from Pacific Lutheran University. I have received the ChFE (Chartered Financial Engineer) certification from the Financial Engineering Institute in Tampa Florida. I have my life, disability, health, property as well as casualty insurance licenses through the State of Washington.