My Home Office
Financial Advisor in Bellevue, WA
I have advised clients on the Eastside since 2013. My Bellevue office is the hub for retirement, wealth, and personalized financial services for the greater Seattle area.
Schedule a Discovery CallWhy Bellevue Families Work With Me
Bellevue has transformed into one of the nation's most prominent tech corridors. With Amazon, Meta, Google, T-Mobile, and Microsoft all expanding their Eastside presence, the planning needs of Bellevue professionals are more complex than ever.
I work with the specific financial situations common to the Eastside: equity compensation, high incomes in a state without an income tax, and the transition from peak earning years to retirement. Equity comp can be a powerful wealth builder, but concentrated stock also carries real risk, so I weigh diversification and tax timing alongside the upside with you.
Visit My Office
Address
1417 116th Ave NE, Suite 202
Bellevue, WA 98004
Phone
(425) 451-2950Hours
Monday - Friday: 8:00 AM - 5:00 PM
Employer Plans I Know Well
Specialized financial planning for employees at Bellevue's largest employers.
Boeing
Pension optimization, VIP deferred compensation, and retirement transition planning for Boeing employees across the Puget Sound.
Learn moreT-Mobile
RSU tax strategies, stock option planning, and wealth management for T-Mobile headquarters employees in downtown Bellevue.
Learn moreMicrosoft
Mega backdoor Roth, equity compensation planning, and retirement strategies for Microsoft Bellevue campus employees.
Learn moreMeta
RSU vesting strategies, concentrated stock management, and comprehensive financial planning for Meta's growing Bellevue presence.
Learn moreTax-efficient equity planning and wealth management for Google employees at the expanding Bellevue campus.
Learn moreServices
Comprehensive financial planning from my Bellevue office.
Ready to take the next step?
Schedule a discovery call to talk through your situation and see if we are a fit.