I have been married to my business partner for 24 years. I have lived and enjoyed 35 years in the Great NW. I have over 20 years in the Technical, Financial, Insurance, and Healthcare Profession. I graduated from the University of Washington School of Business and received my Six Sigma Black Belt Certification from Vilanova University.
Our dedicated staff and I work tirelessly to provide you with the best personal service and support. Helping you to reach your Financial and Medical goals now and in the future is our mission. We do this by developing a cohesive plan of approach. First it begins with getting to know you - then understanding your goals - lastly reviewing your current asset strengths. From there we can develop a personal strategy to help you. Together we can build a pathway to a secure and worry-free retirement. You've worked hard to get here, "Let's make sure you enjoy it".