Certificates: MBA

Background & Expertise
It was once said that "there is nothing more valuable than a trusted financial advisor". My goal with each client is to become their trusted financial advisor. I believe I have developed excellent relationships with many clients over my more than four decades as a financial advisor and look forward to developing more. As a founding member of the ENCOMPASS Financial Consulting Group of Wells Fargo Advisors, it gives me great satisfaction to help clients pursue their investment goals/dreams.

Education & Credentials

• MBA – University of Washington
• BA – University of Washington, Magna Cum Laude
• Phi Beta Kappa – University of Washington

Away From the Office
I have always been an active explorer in my life. I have a love learning and discovering and developing new skills. I enjoy being competent in many diversified activities, including photography and video production, many sports, mountain climbing, woodworking, gardening, baking, writing music, intellectual pursuits and more. I am amazed by the beauty that surrounds us and enjoy being completely immersed in life. I am blessed with many close friends and family. I believe that what makes us rich are the relationships that we have with those close to us. I am frequently surprised that just when I think my basket of friends is full, along comes another new close friend. I love the quote: “To love and be loved by friends and family, that is the greatest gift of all”.

CA Insurance License Number: 0C08110. Resident State: WA

I love what I do.

Background & Expertise
For over 42 years I have had the privilege of advising individuals, families, and professionals, helping them navigate toward a stable and sustainable financial future. While effectively managing and analyzing portfolios is a key part of my work with clients, listening and responding to their needs is vital to everything we will do together. It all begins with creating a better understanding of the financial landscape and then customizing that landscape to fit the needs of each unique person or situation. This while spending each day earning your trust.

Education & Credentials
I am a PIM^® Portfolio Manager, and hold the FINRA Series 7, 63, 65 securities registrations, as well as registrations in over 20 jurisdictions across the country. I attended University of Oregon, Portland State University and DePaul University.

Community Involvement
My community involvement over the years has included the founding of several nonprofit and advocacy organizations and serving on numerous commissions and advisory councils for government and charitable groups.

Away From the Office
When I can, I connect the things I enjoy with travel. I love to take cycling/hiking trips, go to music events (jazz, opera, etc.), and visit art museums and galleries around the country and the world.

Background & Expertise
Shortly after graduating from UCLA in 1982, I began my career as a Financial Advisor. Even though I come from two generations of advisors; both my dad and grandfather were advisors, I went out on my own to start my career. I decided that teaching at public libraries and educational institutions that cater to retirees was the best way to reach the greatest population of investors in need of advice. Providing guidance to high net-worth families, aligning financial goals for each generation is a great pleasure. Each decade of life requires somewhat different planning, as financial goals and needs change over one’s lifetime.
I have known many of my families for over thirty years. This has been the greatest gift that I believe has pushed me to live my best life; one of learning, valuing relationships with family and friends and of course, being a lifelong investor. It is a great privilege to love what I do each day.

Education & Credentials
University of California, Los Angeles BA

Away From the Office
Outside of work I am passionate about cooking and travel. I have about twenty-five years of cooking classes under my belt and continue adding to this whenever I can. I became a certified Health Coach during Covid, as healthy aging matters to me and the community I serve. I also started gardening a few years back and love having the freshest vegetables and herbs on hand to make a dish. I would describe myself as a lifelong learner. I love taking classes of various types. I also love international travel and hope to do more in the future. This has expanded both my palate and my cross-cultural awareness.
I find business, finance, investing, food and travel infinitely interesting. I have been so very fortunate to do something I really love.

Background & Expertise
I am available to assist with paperwork, educating clients on digital tools and resources, money movement, updating investment plans and general inquiries. I have a commitment to service excellence and love to develop relationships with our clients.
I have been in the financial industry since 2011 and with Wells Fargo since 2013. During my time with Wells Fargo, I worked my way through branch banking as a teller, customer sales and service representative, personal banker, and premier banker before joining the Bellevue office of Wells Fargo Advisors in June 2021.

Away From the Office
I spend most of my time on home projects, playing baseball, and golf. I am a member of the Puget Sounds Senior Baseball League where I play for three teams from May through September.

Background & Expertise
As a Senior Registered Client Associate, I am available to assist with paperwork, questions, open new accounts, money movement, estate processing and all general inquiries. I have been in the financial Industry since 1982 and with Wells Fargo Advisors since 2000. I have a commitment to service excellence and love working with all our clients and their families to help them achieve their financial goals.

Education & Credentials

• Attended college at Bellevue College and at University of California – Davis
• FINRA Series 7, 63 and 65 securities registrations Corporate Awards
• Wells Fargo Advisors Platinum Council Client Associate from 2010 – 2018*

Away From the Office
As a Washington State Native, I love the outdoors and am an avid cyclist and hiker. I have been a Race Event Promoter, Race Official, Bike Racer. Prior to Covid I directed and organized a Junior Development Camp for the Washington State Bicycle Association for 17 years. I love to cook and learn new cuisines, tend my garden and downhill ski in my spare time. I have an overly smart cat name Ollie who spends his day trying to figure out how to open doors and cupboards to get to his favorite treats.

Background and Expertise
I am committed to providing top notch service to our clients, as well as building lasting relationships with them and their families. As a Client Associate, I can assist paperwork, money movement, and general inquiries. I joined the financial industry as a Client Associate with Wells Fargo Advisors in 2022. Previously, I worked in the retail sector where I held a variety of different positions and developed an array of skills in sales and customer service.

Away From the Office
I am a native of Western Washington and attended Central Washington University where I was a member of the varsity baseball team. I eventually transferred to the University of Washington where I obtained my Bachelor of Arts and Sciences in Political Science with a specialization in Political Economy.
In my free time, I enjoy playing baseball, sampling new restaurants, and spending time with friends and family.