Qualifications

The importance of customer service can never be underestimated.  I have and continue to work on a referral basis and want to take this opportunity to thank those of you who continue to refer me to your family, friends, co-workers, and business partners.  It is important for me to help clients align their goals with their values.  I feel strongly that you are more likely to be successful if you put your values first.  Goals have a monetary value such as pay down debt, save for retirement, buy a house, and travel.  But your values have no price tag such as freedom, security, peace of mind and making a difference.  Building your goals to match your values allows you to live richly rather than expensively.  I look forward to making or continuing to make a rich and positive difference in your life.  The following list includes my licenses, appointments and affiliations:

Investment Advisor Representative

Securities and insurance licensed in CA, WA, AK and MT

Series 6, 63, 65, life and disability licensed

Agent appointed with Lifewise, Premera, Regence Blue Shield, John Alden, Group Health, Kaiser, Anthem Blue Cross, and others

Certified Senior Advisor

MBA