Principal | Director of Advisory | Senior Family Advisor at Parcion Private Wealth
Greater Seattle Area
Contact Info
2K followers
500+ connections
About
As Director of Advisory and a Senior Family Advisor at Parcion Private Wealth, I leverage my extensive wealth management experience and Certified Financial Planner credential to help business owners and their families unlock the true potential of their wealth. I support business owners leading up to, through, and after life-changing liquidity events, providing advice on tax mitigation strategies, investment solutions and portfolio optimization, wealth transfer and legacy planning, asset protection and risk mitigation, and philanthropic planning. I understand that my clients’ businesses are more than a job, they are often part of their identity and life’s mission; my goal is to support them through every transition, simplifying their lives along the way, and giving them the confidence and clarity to think bigger about what’s next. In the end, my clients preserve the legacy they’ve built by keeping more of what they’ve earned to support themselves, their families, and their community.
Experience
Education
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University of Washington, Michael G. Foster School of Business
Bachelor of Arts (B.A.)
Licenses & Certifications
Volunteer Experience
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President
East King County Estate Planning Council
- Present 6 years 11 months
EKCEPC member 2017-present. Director and Officer of the Board, 2019 - present.
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Vice-Chair, Legacy Council of Legacy Advisors
Seattle Children's
- Present 7 months
Children
I serve as Vice Chair for the Legacy Council, supporting the Chairman in leading the Legacy Council for Seattle Children's Legacy Advisors. Legacy Advisors are estate and financial planning professionals who share Seattle Children's Foundation's commitment to advancing philanthropy by educating the public on tax-wise and values-based planning.
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Honors & Awards
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Best In State Wealth Advisors (#14 WA)
Forbes | Shook Research
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40 Under 40
Puget Sound Business Journal
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Top Women Wealth Advisors Best-In-State
Forbes | Shook Research
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30 Under 30
425 Business
425 Business Magazine 30 Under 30 honoree
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