With more than 40 years in the industry, I bring a wealth of knowledge - specializing primarily in Comprehensive Financial Planning, Retirement Planning, and Investment Management. I work with a variety of individuals, couples, and families during all stages of their lives. Much can happen between age 18 and 98!
I have the following designations in addition to the required regulatory ones: Financial Paraplanner Qualified Professional (FPQP®), Chartered Retirement Planning Counselor (CRPC®), Retirement Income Certified Professional (RICP®) and Accredited Domestic Partnership Advisor (ADPA®).
I frequently give back to my community by volunteering for several charitable organizations, including Rebuilding Together Seattle, Habitat for Humanity, and the Center for Spiritual Living.
New Thought Financial Group exists so that I can help as many people as possible to thrive in all areas of their life: Financial, Health, Emotional, Relationships; Peace of Mind, Hope, Trust, Prosperity, Harmony.
I am a Client Relationship Manager who works closely with Lorelle Farber helping clients receive the best financial care. With a degree in Sociology, I am able to view the world with an enhanced lens which helps me understand and support our diverse set of clients.
I have a passion for helping others, and on the side, I also enjoy spending time with friends and family down in California.
I look forward to getting to know you and helping you and New Thought Financial Group with administration needs.