For Living Life on Purpose

Welcome to the Financial Coach!

Game Plan

I help my clients discover what's really important to them, make smart choices about their money, and enjoy a better quality of life.

Strategy

You're very good at what you do and devote a lot of time to your career or business. You'd like to have more time for physical and spiritual health, family, friends and fun.

I can't "create" more time, but I can "give" you more of the time you have. Based on your values and your goals, I'll help you develop a specific strategy, a realistic game plan.

And I'll be there to help keep you on track, doing what you need to do.

Goal

Delegate to me the task of reviewing and helping you work toward your financial objectives: investments, insurance, college education funding, financial independence, wealth transfer and business succession planning. As your financial coach, I'll work with your attorney, CPA and other financial professionals so all the players know the game plan.

Background

• Financial Consultant, Helping clients since 1987
• Investment Advisor Representative of AXA Advisors, LLC.
• Member of the Court of the Table, Million Dollar Round Table
• Retirement Planning Specialist*
• Certificate of Achievement in Advanced Asset Allocation & Practice Management from AXA Institute, Cambridge, MA

• Executive Benefits Group Specialist

• Bachelor of Science, University of Wisconsin, Madison, WI
• Chartered Life Underwriter (1989) and Chartered Financial Consultant (1990), professional designations of The American College, Bryn Mawr, PA
• Member, Estate Planning Council of Seattle
• Member, East King County Estate Planning Council

• Member, National Association of Insurance and Financial Advisors
• Member, Society of Financial Service Professionals
• Member, Bascom Hill Society of the University of Wisconsin Foundation

• Member, Worship Assistant, Zion Lutheran Church, Kent, WA

*I have been awarded the title of Retirement Planning Specialist by AXA Advisors based on the receipt of a Wharton Certificate in Retirement Planning.

Certificate awarded based on completion of a training program at the Wharton School, University of Pennsylvania.