After 16 years in financial services, I've learned that the technical side of wealth management is important, but what truly matters is the human connection. I started my career at a small RIA in Springfield, Missouri, moved to Fisher Investments in Camas, Washington, and spent four years with two large banks in their private client groups. Each step taught me something valuable, but it was Planning Alternatives' mission that resonated with me at my core.

What draws me to this work is the privilege of witnessing transformation. I've seen clients achieve what they never thought possible, and being part of that journey is incredibly humbling. The people I meet here have built wealth through their own unique paths, and every family has a distinct story and value structure. Working with multiple generations and helping build true wealth across time is a process I never take for granted.

Memorable client moment

The best part of sitting down with clients is hearing their financial dreams and getting to know their families on a deeper level. When you build that kind of trust, you get to celebrate their wins together, but you also earn the privilege of grieving with them through their losses. Those authentic relationships are what make this work meaningful.

To me, true wealth means

Having the time to do what you love with those you love.