We work together with our clients and their families to achieve lasting financial wellness
I enjoy working with the dynamic interplay between the changing personal lives of our clients and their families, and the ever-shifting investment, tax and legal environment that affects their financial lives. I appreciate our talented group, and the fact that we can solve problems and provide perspectives that often go well beyond the scope of financial matters and help across generations. I value the mutual education and deeper understandings that emerge from our long-term relationships with clients and with each other.
I am committed to cultural enrichment, and to education in all its forms. I have been closely involved with numerous not-for-profit organizations such as schools, musical education programs, English literacy, and civic and international exchanges. I currently chair the board of trustees of the World Affairs Council in Seattle, promoting global, cross-cultural understanding and engagement. In recent years, I have been both board chair and treasurer of The Seattle Athenaeum ("Folio"), a center for literary, cultural and civic discussion, in Seattle's Pike Place Market, and both board chair and treasurer of the Northwest School of the Arts, Humanities and Environment, a private middle and high school serving local and international students.
I teach English and US citizenship test preparation to immigrants in Seattle, through St. James Immigrant Assistance. It gives me great satisfaction to welcome aspiring citizens to this country, and to help them feel accepted and competent in an unfamiliar new world.
The quality of the relationships that we’ve built with our clients is what brings joy to the job. We’re so fortunate to work with such interesting, diverse, and kind people, and we’ve learned so much from them and their experiences. I’m honored to have been chosen by them to help them realize their dreams.
My mother was the first of her family to graduate from college, which she did while raising two small children; going on to excel in the financial services industry during a time when it was still heavily dominated by men. She succeeded not by trying to emulate her male co-workers, but by embracing what made her different. I’ve learned so much from her example, and am so fortunate to have her as an inspiration.
I hope to be able to help clients understand how their emotions often drive their money and investment decisions, and how to make better choices in that context. Giving advice is what we’re paid to do, but listening and educating is the foundation that advice is built upon, and we’re continually working to improve that skill.
I enjoy working closely with our clients and hearing their stories. From guidance on a first 401(k) to estate planning and generational wealth transfer, I appreciate being a resource throughout the stages of their financial life. The conversation around wealth and what money means to each client and their family allows me to work with them to develop a plan to reduce uncertainty and provide a path to achieving their financial goals.
I love details, big and small. Financial planning allows me to analyze and review the many details that make up our client’s financial lives. Working with our clients through the planning process provides the framework for education, discussion, and the development of a path towards achieving their short and long term financial goals.
My grandmother was a role model and inspiration to me on balancing family life with a fulfilling career. She was able to do both successfully in a time when that was not common for women. She encouraged me to pursue things that lead to curiosity and an excitement for learning. She also had me help balance her check book, giving me my first lesson in financial planning.