As a Private Wealth Advisor, I help my clients define their goals and understand their options. Then I partner with them to create tailored wealth management strategies. My clients' wealth plans include the right mix of investment management, trust and estate services, and private banking to meet their unique needs and preferences. I've worked in the banking and financial services industry since 2002. I help clients succeed by truly listening and partnering with my clients to achieve their financial and lifestyle goals. My approach is to empower my clients through thoughtful conversations and personalized education to help them make the right decisions. I live in Seattle, and serve clients in Seattle, Bellevue and Bay Area. I enjoy spending time in my garden, traveling and learning about wine. I am involved with the Hearing, Speech and Deaf Center and also teaching gardening and beekeeping.