The first step to a successful relationship is to listen and ensure that they are being heard. I believe it is important to develop a relationship with my client, understand their current financial situation, and what they are working towards before we talk about investing. When you choose me, I will be partnering with you throughout your lifetime on these goals we set together, so I want to create the best possible strategy just for you and be able to see it through.
From giving back by volunteering hundreds of hours over my lifetime, holding Director and Vice President positions in my Sorority, Alpha Gamma Delta, at the University of Washington, and now training to become a Financial Advisor, serving people has always been a passion of mine. Being a young Financial Advisor, I am excited to be able to serve my clients for many years to come.
When I am not in the office, I teach dance classes to students ages 3-18 years old, I spend time with my family, and I enjoy running outside, hiking, or attending OrangeTheory Fitness classes.
Some of the many topics I can help with: preparing for retirement, living in retirement, paying for education, preparing for the unexpected, saving money on taxes, and planning your estates and inheritances. Please contact me to schedule a complimentary appointment to discuss your financial goals and how I can serve you.