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The Quick Hello

Everyone possesses the ability to create the life they envision, and my role is to assist you in achieving this through effective investment strategies. Whether you are a farmer, a seasoned business owner, or a young professional just starting on your financial journey, we are here to support you every step of the way while maintaining an optimistic outlook together.
Affiliations

Series 65, Certificate in Blockchain & Digital Assets

Education

B.A. Communication, University of Washington

Community Involvement

Member, Bellevue Club

THE DEEPER DIVE
What does optimism look like to you? What does it mean to you?
For me, being optimistic is about embracing life with an open mind and the readiness to challenge the usual ways of doing things. This outlook has not only allowed me to forge numerous valuable relationships but also to gain experiences that would have been unlikely otherwise. By learning to love adversity, I’ve transformed challenges into opportunities for growth.

What do you love about what you do?
I find great joy in guiding clients through their financial landscapes, helping them achieve their goals. It’s deeply rewarding to craft personalized plans that not only succeed but also foster lifelong relationships and genuinely make a difference in people’s lives.

Who is someone you admire, and why?
The person I admire most is my mother, Laine. Throughout my life, she has been a steadfast presence, embodying selflessness and unconditional love. Her ability to balance raising a wonderful family with achieving success as a businesswoman is truly inspiring. Laine’s remarkable qualities are not just something I hold in high regard; they are attributes I hope to emulate in my own life. Her love and dedication motivate me every day to strive to be at least half the amazing person she is.

What would people be surprised to learn about you?
I played Offensive Line for the University of Washington and weighed 320lbs.

When you’re not working, I’ll find you…
When I’m not at work, you’ll find me either on the lake or manning the charcoal grill with island music playing and a smile on my face. It’s my favorite way to unwind, telling stories and sharing laughs with my friends and family.

What’s your personal motto or tagline?
The quality of your life and how you experience your journey is not a matter of luck; it’s a decision that you control. You don’t control what happens to you, but no one can take away your ability to control how you respond.

Or

If it is to be, it’s up to me.

Ready to explore the possibilities?

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