Knowledgeable and dedicated customer service professional with 20 years of experience in the financial industry. Solid team player with outgoing, positive demeanor and proven skills in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Specialize in quality, speed and process optimization. Articulate, energetic and results-oriented with exemplary passion for developing relationships, cultivating partnerships and helping grow businesses.
I grew up in the Pacific Northwest and graduated from Mercer Island High School in 1995. I joined Wachovia Securities (now Wells Fargo Advisors) in 2001 after attending Bellevue Community College and Washington State University.
With 20 years of experience in the Financial industry, I began working in the wire room as an operations specialist where I performed cashiering and wire duties; in 2006, I moved into a client and financial planning support role. Currently at Baird, I am responsible for the development of customized financial plans, as well as client administrative needs. I am a registered securities professional with FINRA Series 7 and Series 66 licenses and a Washington state insurance license.
In my free time I enjoy spending time with my wife and daughter, playing basketball, golfing and travelling. I also enjoy playing guitar and am an avid steelhead angler.
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