Team

With over 20 years of experience as a financial advisor, I spent 11 years at Waddell & Reed's Seattle office. Seven years ago, I made a pivotal decision to move my practice closer to home in Tacoma, where I have lived for the past 15 years. Stepping down from my management role in Seattle allowed me to embrace the vibrant community of Fircrest.

Today, I am thrilled to run my practice from my dream office—a beautifully restored 1920s Craftsman house. This unique space not only reflects my passion for helping others achieve their financial goals, but also enriches my personal and professional life by allowing me to connect with my community in meaningful ways.

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I am someone who has a passion for helping people. I value good communication and excellent connections with clients. I spent many years in the Food & Beverage Industry and am excited to move into this next chapter of my life. I often spend my spare time reading, painting, or passing the time with my family. I particularly love spending time with my grandson.

Meet Olly-Olly Osprey!

Olly is our beloved mascot, embodying the spirit of adventure and financial literacy at Osprey Financial Partners. This quiet soul loves to mingle at conferences, connecting with clients and fellow finance enthusiasts. While he may seem reserved, Olly is known to let out the cutest little Osprey chirps when excitement strikes!