Over two decades of experience in securities investment management experience and a lifelong passion for investing enable me to help BECU members develop a strong financial foundation. My strengths are in quickly identifying critical issues, seeing the big picture, and developing strategies to help members understand their options, take action and work toward their goals. The most rewarding aspect of my work is helping members make strategic decisions regarding retirement, estate planning, investment management, and business transactions - so that when they make money, they keep it. My areas of focus include investment management and wealth consulting, family legacy planning, wealth transfer, estate strategies, and mastery of 401(k), 403(b) and Boeing VIP/ESP planning. I am a lifelong resident of Seattle, living in West Seattle for over 20 years. When I'm not at work, you can find me on the basketball court, cheering my two teenage girls in sports, hiking, and biking. *Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor, and Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to "Contact Info". Insurance Products offered through LPL Financial or its licensed affiliates. BECU and BECU Investment Services is not a registered broker/dealer and has a brokerage affiliate arrangement with LPL Financial. Investments are not NCUA/NCUSIF Insured, May Lose Value, Not Credit Union Guaranteed, Not Obligations of BECU. Branch Office located at BECU, 12270 Gateway Dr., Tukwila, WA 98168. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. 