900 Southwest 16th Street
for clients in the Pacific Northwest
Tailored Financial Planning
for State, County & City Employees throughout the Pacific Northwest.
Estate & Legacy Planning
Providing peace of mind and a family legacy
We create income strategies for retirees and pre-retirees that allow our clients to enjoy their retirement years without the stress of fluctuating markets or fear of running out of money.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
"An investment in knowledge pays the best interest."