I have a decade of experience in boutique wealth management and institutional finance and I’m thrilled to build on this experience as a Financial Advisor with Alterra. As a Pacific Northwest native, I completed my degree in Finance at Seattle University and later earned Certified Financial Planner ™ and Certified Private Wealth Advisor® designations.
I view my financial education as a life-changing gift that I share with enthusiasm. I think math is fun, and markets are interesting, but the work of a financial advisor is about doing good for others. I have a natural knack for the analytics, but I’m truly motivated by how this skillset can be applied directly to improve the everyday lives of my clients.