InsuranceFinancial ServicesFinancial Investment ServicesInsurance-Financial Services
Hours:
By appointment
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I provide financial and insurance services to individuals, families, and business owners throughout the Tacoma and Pierce County area. My practice is built around a relationship and goal-based approach that emphasizes understanding priorities, balancing the competing demands of today and tomorrow, and helping clients make informed decisions over time.
I work with clients on a range of discussions, including retirement planning, education funding strategies, long-term care insurance, and lifetime income planning. I am particularly attuned to the needs of business owners who are managing the responsibilities of running a business while also planning for their personal and family goals.
As an active member of the Tacoma-Pierce County Chamber of Commerce and a Chamber Ambassador for the past three years, I value long-term relationships and community involvement. I focus on providing clarity, organization, and providing guidance so clients feel better equipped to explore options aligned with what is most important to them, both now and over time.
I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent, unaffiliated insurance companies. I am also a Registered Representative of NYLIFE Securities LLC, Member FINRA/SIPC, a Licensed Insurance Agency and a New York Life Company. NYLIFE Securities is a New York Life company. 1201 Pacific Ave #1600 Tacoma WA 98402
950 Pacific Ave. Suite 300
Tacoma, WA 98402 Phone: (253) 627-2175 Fax: (253) 627-2176 [email protected] |
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