How do you play the role of a mainspring in our clients’ lives?
My role is help ensure that the client’s best interests are always the highest priority. In addition, as a registered principal, I stay current on all of the rules and regulations of the financial industry and help continually educate and inform our Financial Advisors and staff of any changes and best practices.
What drives you?
I have always been driven to work hard and treat everyone with the respect they deserve. When I see situations that can be improved upon, I do what I am able to help the improvements happen.
How do you spend time outside of work?
Whenever I am able, I travel. I have been fortunate enough to travel to many parts of the United States and the world. I have always valued seeing and experiencing other parts of the world and getting a global understanding of how everything works. Other than travel, I spend a lot of time on Whidbey Island, volunteering in the community, going to Sounders games and cheering on the Washington State University Cougars.