Five Star Wealth Manager Award

Following a sound financial plan has never been more important than it is today. But it’s not always obvious which financial professional you can rely on to put your interests first. I believe I can be that trusted partner for you, and I hope you’ll take a minute to learn why.

I’m honored to say that I have been named a FIVE STAR Wealth Manager* for multiple years. FIVE STAR Wealth Managers are nominated by their peers as satisfying objective eligibility and evaluation criteria in our market region. As an independent financial advisor, this recognition is among the most gratifying I could ever receive.

The satisfaction my clients experience in knowing that I am wholly committed to doing what’s right for them can be yours as well. If you would like to learn more about our firm and our process please contact our office today.

 

*Based on 10 objective eligibility and evaluation criteria, including a minimum of 5 years as an active credentialed financial professional, favorable regulatory and complaint history, accepts new clients, client retention rates, client assets administered, education, and professional designations. 1,785 Seattle wealth managers were considered for the award; 436 (25 percent of candidates) were named 2017 Five Star Wealth Managers. (The criteria provided reflects the most recent year for which advisor received the award. The criteria used, the number of wealth managers considered for the award, and the percentage of those who receive the award, may vary from year to year). These awards are not indicative of the wealth managers' future performance. Your experiences may vary. For more information, please visit www.fivestarprofessional.com.