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As a financial professional with Equitable Advisors, and an active member of the Seattle, Washington community, I am dedicated to helping individuals and businesses build, manage and protect their wealth.
To stay on top of my field and develop my professional skills over my 26-year career, I have regularly attended industry training and certification programs. This includes completing the curriculum and passing the rigorous exams for the:
I also regularly attend continuing education classes so that clients can count on me to provide accurate, up-to-date information. I have been awarded the title of Retirement Planning Specialist by Equitable Advisors, based upon the successful receipt of a Certificate in Retirement Planning from the Wharton School of Business.