I believe in building relationships with people who are genuinely motivated to learn more about and improve their financial life. Partnering with North Star Resource Group as an independent financial advisor, I’ve developed an educational process to ensure clients understand the “why” behind each decision they make.
I specialize in assisting physicians and have built relationships with many of the teaching institutions throughout the North West including: University of Washington, OHSU, Virginia Mason, Swedish, Multicare, Kaiser, Providence, Legacy etc.