I have had the privilege of working in financial services for over twenty years. In that time, I've been on a quest to serve my clients and to help realize their financial goals! It is my passion to help my clients design their life and live it to their fullest; to nurture their resources, empowering them to step into their abundance!I enjoy the many ways to develop strategies to simplify complex financial situations, whether we are looking for tax efficiencies, income replacement and distribution, or ways to grow and transfer wealth. Using an established process that begins by identifying your deepest, most genuine life desires, we embark on the adventurous journey of aligning your money and your finances to what is truly important to you. I believe in collaborating as a team, partnering with your CPAs and tax attorneys to work from a broader understanding of your overall situation. Another key player on your team is Sr. Branch Office Administrator Caroline Clark, who runs our office beautifully. She utilizes 35 years of banking and credit knowledge to offer an exceptional client experience with her competence, dynamic abilities and her willingness to go the extra mile.We find that our values are most aligned when partnering with clients that are passionate about their goals and dreams and appreciate partnership and guidance along the way, high-earning or high-net worth clients that are planning for a successful retirement transition and clients that are focused on protecting their assets and leaving a legacy to their children, grandchildren or charities.I grew up in the Yakima Valley and have deep family roots here as well. I consider it an honor to be serving the community in which I was raised. In my personal life, other than my children, I enjoy traveling the most! It is my goal to take my boys all over the world! They also love sports. Most weekends, you will find me at their golf, basketball, baseball or soccer games. My community involvement is centered around the Advisory Committee for Safety and Security of the Selah School District, collaborating to implement higher levels of school security. I am also an enthusiastic donor of the Yakima Town Hall. I look forward to the opportunity to meet you and your lovely family soon!Give us a call to find out how we will partner with you to achieve your wildest dreams!