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.
06/20