I'm a Merrill Lynch Financial Advisor in Olympia, WA. I joined the firm in 2001 working in the Bellevue branch and transferred to the Olympia branch in 2005. I serve clients here in Western Washington and also assist clients all over the country.
My goal is to develop long term meaningful relationships and wealth management strategies that are unique to each client. I'm able to provide a wide array of financial services including wealth management, helping clients develop financial strategies, retirement planning, college planning, and portfolio development. I help clients focus on estate planning issues and work with their advisors in developing their estate plan.
I earned my CFP® in 2007, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and my CRPC® (Chartered Retirement Planning Counselor(SM)) in 2003. I have several securities related licenses including NASD Series 7 (General Securities Registered Representative), Series 63 (Uniform State Securities Agent), and life and disability insurance licenses. My college education includes a BS Degree in Education from Southern Illinois University and a AS Degree in Pre-engineering from the University of New Mexico.
I'm a member of the Veterans of Foreign Wars post #316 in Olympia, First Baptist Church of Lacey, and the Olympia Masonic Lodge #1.