Call: 425-640-3165 | Text: 425-534-5632

As a fiduciary, I implement distinctive, comprehensive investment strategies uniquely tailored to the individual. With extensive experience throughout all market conditions during my career, I have acted as a trustworthy advocate for clients as they navigate the ever-changing modern world. For 34 years, I have served as a guide for my clients leading them toward financial freedom one well-informed decision at a time. Utilizing a holistic approach which considers financial goals, personal aspirations, multigenerational and legacy needs, I have helped my clients traverse a variety of opportunities and risks throughout their lives.

My career as a Financial Advisor began in 1991 with Edward Jones in Lynnwood WA. In 1997, I joined A.G. Edwards, allowing me to expand the products and services offered to my clients. Wells Fargo Advisors has enabled me to continue to combine my fundamental investment knowledge and expertise with extensive firm resources, creating an optimal environment to cultivate my passion for guiding clients.

Today I work with individuals, families, business owners and committee-based organizations to help construct, implement, and review investment strategies that meet their current and future objectives. My emphasis continues to be building lasting multi-generational relationships, setting myself apart by my ability to listen. Whether it’s my clients hopes for retirement, children’s future, or their legacy, we collaborate with their tax and legal professionals to create a master plan.

A native of Fargo, N.D. I moved to the Northwest in 1988. I attended Moorhead State University and subsequently earned my Finance/International Business Degree from Central Washington University. However, my passion for learning doesn’t end there. I maintain the Uniform Combined State Law Examination series 66, the General Securities Representative Series 7, the General Securities Sales Supervisor Series 9 & 10, as well as the Futures Managed Funds Series 31 registrations. I hold life and health insurance licenses in several states.

My weekends and evenings aren’t just for market research. Community involvement and family time have always been a big part of my life.  For 32 years I have been an active member of the Lynnwood Rotary Club, currently serving on The Lynnwood Rotary Community Foundation Board and Investment Policy Committee. Since 2010, I have served in a pastoral advisory role for the Finance Council for St Mary Magdalen Parish.
 
Away from the office, I enjoy time with my family and friends. Fortunately, my three children and their families live in Pacific Northwest. “Grandma Vickie” adores her nine-year-old grandson Lukas. He is an avid mountain biker and skis like a pro! We all enjoy traveling to the Midwest to partake in special family events. Personally, I enjoy hiking, reading, and attending sporting events. In the future I would like to spend more time traveling, refreshing my knitting, sewing, canning and piano skills along with becoming a better gardener.