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Senior Vice President,
Cornerstone Financial Strategies
OVERVIEW OF SERVICES
401K Planning, 529 Plans, Alternative Investments, Annuities, Asset Management, Budgeting, College Savings, Estate Plans, Investing, Life Insurance, Long-Term Care, Mutual Funds, Post-Divorce Matters, Socially Responsible Investing, Tax Specialist
WHY I LOVE WORKING WITH WOMEN
I've been in the money business since I was 15 years old, as my first job was in my hometown bank. I was fortunate to Read more...
COMPLIANCE DISCLAIMER
An Ameriprise Financial Franchise. Products from Columbia Threadneedle Investments are offered by affiliates of Ameriprise Financial Services, LLC. Investment advisory products and services are made Read more...
SPECIALTIES.
- Charitable Planning
- Divorce
- Family Legacy Planning
- Financial Planning
- Financial
- IRA
- Legacy Planning
- Managing
- Money Mindsets
- Personal Growth Coaching
- Personal Tax Planning
- Retirement planning
- Self Directed IRA
- Socially Conscious Investing
- Tax Mitigation
- Trust Planning
- Wealth Protection
- Wealth Preservation
LOCATION
11400 SE 8th St suite 225
Bellevue
Washington
98004
United States
Bellevue
Washington
98004
United States
SERVING:
All 50 States
Certified Divorce Lending Professional,
True Lending Company
OVERVIEW OF SERVICES
Divorce Mortgage Planning, Downsizing and Relocating, Refinancing
WHY I LOVE WORKING WITH WOMEN
I’ve been drawn to working with and helping women all my life. I’ve seen the importance of women helping women firsthand. I’ve always gravitated towards Read more...
SPECIALTIES.
- Collaborative Divorce Process
- Debt Elimination
- Divorce
- Divorce Financials
- Divorce Mortgage Planning
- Lending Programs
- Mediation
- Mortgage
- Spousal and Child Support
LOCATION
123 2nd Ave S, Ste. 230
Edmonds
Washington
98020
United States
Edmonds
Washington
98020
United States
SERVING:
CA,CO,NC,WA
Virtual Appointments Available