As co-founder, Managing Partner and Financial Advisor at Meridian Wealth Management, I enjoy helping my clients tackle big problems like figuring out how to build wealth for retirement or pay for their children’s education. I’ve built lifelong relationships with many of my clients over the years and get a lot of satisfaction out of feeling like I’m making a difference in their lives.
Prior to establishing Meridian Wealth Management, I spent 8 years as a Vice President at Charles Schwab where I helped clients identify their financial goals and put a plan in place to achieve them. Prior to Charles Schwab, I worked as a financial consultant at A.G. Edwards & Sons.
I earned my Bachelor of Arts in Business Administration degree with concentrations in finance and accounting from the University of Washington. (Go Dawgs!)
I’m a CERTIFIED FINANCIAL PLANNER™ (CFP®), have earned the Accredited Asset Management Specialist designation, and also hold life, disability and variable lines insurance licenses.
I’ve earned all these certifications because I’m dedicated to providing the highest quality help and guidance to my clients and being a good steward of their wealth. My commitment to integrity and the highest ethical standards is unwavering.
I served as the Founding Director of the Personal Financial Planning program at Central Washington University in Ellensburg, Washington from 2017 to 2021. It was there that I helped establish the CFP® Board registered program, train up the next generation of financial planners, and teach courses in financial planning fundamentals, retirement planning and investments.
I live in Gig Harbor, Washington. I have two beautiful children, a three-year old granddaughter and a one-year-old grandson, both of whom I adore, and a lot of friends I love.
In my spare time, I enjoy cooking, playing golf, reading (I’m a life-long learner), playing the piano and spending time with my family.
