What inspires me
I am inspired by helping our clients achieve financial freedom. In a world with endless investment options for clients to choose from, I’m proud to use my knowledge to bring transparency to the investment portfolios that support our clients' dreams.
How I impact my clients
My day-to-day responsibilities involve extensive investment research and implementation. I collaborate with our investment team members to identify investment solutions that achieve our portfolio goals. When our investment committee decides to adjust our portfolio allocations, it’s my responsibility to implement the investment decision as thoughtfully as possible.
On the weekends
I enjoy boating on Lake Washington with friends and family, attending Mariner and WSU football games, snow skiing, taking annual weekend camping trips around the PNW, and traveling abroad. I traveled to Japan in 2019 to ski in Hokkaido and attend Ichiro’s last professional MLB game.