Together at the Top

Comprehensive Financial Planning

Know if you are on track

I believe people need to know if they are on track to meeting their goals.  Using my education and experience, paired with comprehensive financial planning software, I will help you create a financial plan unique to you and your situation.

509-888-1556

832 Valley Mall Pkwy Ste B
East Wenatchee, WA 98802

Securities and advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. (Privacy)
The LPL Financial registered representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, FL, and WA.

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