Helping Families Preserve, Protect & Grow Their Wealth

With a philosophy rooted in collaboration and inclusivity, I am committed to fostering deep, enduring relationships grounded in shared values and a compelling vision for the future. My facilitation style blends intuitive insight with strategic planning, offering a presence that is both calming and motivating. I frequently guide families and their advisors through pivotal conversations on next-generation leadership, wealth education, and the seamless transition of assets across multiple generations.

I recently transitioned from my role as owner of a premier public accounting firm in Seattle, where I spent more than 20 years providing wealth advising and tax planning. Today, I’ve intentionally scaled back to a boutique practice, serving a select group of clients so I can focus more deeply on personalized tax guidance. My career began with a distinguished tenure at Arthur Andersen (now Andersen Tax), and while I’m still going strong, I’ve embraced a more balanced pace that allows me to give thoughtful, high-touch support to those I serve.  I hold an honors degree in accountancy from the University of South Florida and a master’s in taxation from Golden Gate University. I am also a member of the American Institute of Certified Public Accountants and the Washington State Society of Certified Public Accountants.