Throughout my life, serving others has been central to who I am. As a financial advisor with WestPac Wealth Partners in Spokane Valley, Washington, I work with closely held business owners, professionals,
and families to pursue the financial goals that matter most to them.
I work closely with clients to organize and prioritize the most important aspects of their financial lives, evaluate potential exposure to unexpected risks, implement appropriate protection strategies, identify
tax-efficient opportunities, and develop strategic financial plans designed to help preserve wealth, prepare for the future, and navigate both expected and unexpected life events. Through this comprehensive approach, I help clients make some of their most important financial decisions with greater clarity and confidence.
A Spokane native and graduate of Eastern Washington University, I am a self-motivated, performance-driven professional with more than 10 years of experience serving clients throughout Spokane and the
surrounding communities. I take the time to understand each client's unique priorities, whether they are growing a business, managing accumulated wealth, preparing for retirement, planning a business transition, or helping to create a lasting legacy for their family.
My wife and I have four children, three sons and a daughter, which has deepened my appreciation for the importance of intentional financial planning and protecting the people we love.
Giving back to my community and serving those in need is more than just a passion. Having been raised for over a decade by a single mother raising six children, I experienced firsthand the challenges that financial
hardship can create, including limited access to opportunities and the consequences of inadequate planning and protection. Those experiences shaped my belief that everyone deserves access to sound financial guidance and the opportunity to build a stable future.
I have spent more than 11 years coaching and mentoring children throughout the Spokane area. I also serve as a volunteer board member at Tamarack Center, an inpatient mental health facility for youth ages 12 to 18, and on the Eastern Washington University Alumni Board, where I enjoy helping strengthen a culture of support, connection, and opportunity for current students, alumni, and future generations of Eagles.
I welcome the opportunity to learn more about your goals and explore how tax-aware strategies, appropriate protection, and comprehensive financial planning may help you move forward with greater confidence.
Please feel free to reach out if I can be of assistance.
Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). OSJ: 5280 CARROLL CANYON ROAD, SUITE 300, SAN DIEGO CA, 92121, 619-684-6400. Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. WestPac Wealth Partners LLC is not an affiliate or subsidiary of PAS or Guardian. Insurance products offered through WestPac Wealth Partners and Insurance Services, LLC, a DBA of WestPac Wealth Partners, LLC.| 9170982.1 Exp. 10/28