About Me

Horton Hears a Who and The Little Engine that Could taught me that “a person’s a person no matter how small” and that if we all come together, we can accomplish huge things and indeed be heard.

I have a passion for helping others and with personal success have pondered the question about the significance of my life and how I can create a positive impact on the climate crisis, homelessness, the arts, children’s education, and more. As a financial advisor, I help my clients build their nest egg, sell businesses, avoid excess taxation and discover their own answers to the bigger questions we all face when asking ourselves “what would be the greatest gift I can give the world”.

I have found myself in a unique position – being able to help clients significantly reduce taxes so that can make meaningful contributions to the causes they care about. And at the same time, various causes in need are identified and planned giving becomes a part of our clients’ family legacy. Being a facilitator of such gifts is beyond rewarding!

In addition to being an advisor to my clients, I am honored to serve on the board of directors at the Pike Place Market Foundation for the past several years. The foundation provides food, senior housing, child care, and medical care to residents around the iconic Market here in Seattle. Additionally, I work with EarthX and ACCF Tusk on environmental issues as well as Future 500, a bi-partisan organization working to find common ground for the common good.