Located on the corner of Martin Way and Dutterow in Lacey, WA.
As a Full Service Advisor I can assist with any long-term financial goal. Please feel free to reach out and I'd love to help!
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With more than a decade of experience in the financial services industry I have a passion for finance and helping others. I began my financial journey early on watching my parents struggle to make ends meet, living paycheck to paycheck, and wanted to break the cycle. This desire prompted me to attend Saint Martin's University which I received a Bachelor's degree in Mathematics as well as a Masters in Business Administration with a focus in finance. I have a strong emphasis on helping others break the strict survival mindset we all find ourselves in and to start thinking of the future.
In my roles as a financial advisor, I hope to empower others to accomplish their long-term financial goals and to help generations to come in establishing strong financial habits. I enjoy working with people of all backgrounds and find satisfaction in getting to know individuals on a personal level so that I can identify what's important to you, and how I can assist.