Financial Advisor in Seattle, WA

Seattle is home to some of the world's most influential technology companies. Amazon's sprawling South Lake Union campus alone employs tens of thousands of professionals navigating complex equity compensation, high incomes, and the challenge of building lasting wealth in one of the nation's most expensive metro areas.

My Bellevue office is just a 20-minute drive across the 520 bridge, and I offer virtual meetings for Seattle clients who prefer to meet from home or office. Many of my Seattle clients appreciate the convenience of video calls for ongoing check-ins while visiting my office for deeper planning sessions.

Washington State's lack of income tax creates specific opportunities for tax-advantaged strategies like mega backdoor Roth conversions and strategic equity diversification. These strategies also carry risks, contribution and eligibility limits, and tax consequences (a Roth conversion is a taxable event), so suitability depends on your circumstances. I discuss the trade-offs with Seattle families based on their situation.