For more than a decade, Puget Sound Wealth Management at Morgan Stanley in Seattle, Washington has focused on the complex needs of successful corporate executives, entrepreneurs and wealthy families. We offer a consultative approach supported by the global resources and extensive capabilities of one of the worlds top financial institutions. Our mission is it navigate and simplify financial lives. You may want to contact us if: - You are a corporate executive with complex compensation arrangements including stock options and restricted stock units subject to 10b5-1 trading plans. - You are a successful entrepreneur with uneven cash flow, are trying to exit your business or start a new one. - You are a part of a wealthy family that desires to leave a strong legacy to your heirs to provide care and wealth for family members throughout generations. As part of PSWM, I am a Certified Financial Planner and 2018 Forbes Top Next-Gen Wealth Advisor who truly enjoys helping our clients problem solve their financial issues. I create sustainable and comprehensive plans that aim for accumulation of wealth, as well as retirement income planning, incorporating Social Security and Medicare analysis, education planning, liability management and risk management through life and long-term care insurance. I enjoy volunteering and have tutored on and off with Invest in Youth since 2007 and recently served on their board for a number of years, where I spearheaded one of their major annual fundraising events. I currently volunteer with Pasado's Safe Haven and sit on the board for Bayview Manor Foundation. I reside in West Seattle with my husband Patric and our Boston terrier, Vader. I grew up near Coeur dAlene, Idaho and am the second oldest of 12 children. I am a huge family person and love to visit them. I enjoy gaming, sharing a frosty IPA with friends, and attending shows. 