Your Team

After moving to Longview, WA years ago from Vancouver, BC, I became a Financial Advisor. Heather and I love it here. We love helping people and we're active in several community organizations.

As a CFP® professional, I take a methodical approach to strengthening my clients' financial lives.

Sometimes I focus on gaps or shortfalls. Sometimes I encourage clients to dream bigger than they knew they could.

I help my clients think in decades. We don't worry much about short-term market volatility.

Imagine not worrying about headlines or today's market numbers. Imagine knowing your financial assets are set up to support your standard of living now - and maybe for future generations.

When I'm not meeting with clients like you or working on their accounts, I am investing time…

• proactively calling to stay in touch and see what changes in your life might warrant a change in our approach. You are not just an account number!
• pursuing required and optional CE (Continuing Education) to maintain or increase my skills.
• meeting with product partners and analysts to gain insights on how to better manage your financial assets.
• enjoying postcards from clients as they travel the world.

CFP Board owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.

I manage business operations, but my main role is helping our clients have a great experience with Arbutus Wealth Management, PLLC.

Before joining the financial industry, my professional background included programming, computer hardware, computer security specialist, and legal assistant. I am a small business owner, martial arts instructor, and notary public.

I enjoy being involved with the community here in the Longview / Kelso area, doing charity work, and helping people.