As a Wealth Consultant with Sterling Portfolio Managers, I specialize in Retirement Planning, Estate Planning, and Investments for retirees, executives, and small business owners. With more than 20 years of experience as a financial planning professional, including tenure with Merrill Lynch and Waddell & Reed, I have the experience to customize strategies to work towards pursuing my clients’ financial goals. I earned my B.A. in Business from University of Washington. Having the desire to offer my clients even more, in terms of breadth of knowledge and expertise, I attained the CERTIFIED FINANCIAL PLANNER™ certfication, as well as the Chartered Retirement Planning Counselor® designation from the College for Financial Planning.About my firm, Sterling Portfolio Managers:Sterling Portfolio Managers is an independent, full-service financial services firm, committed to providing custom strategies, utilizing the latest software and technology to build portfolios and retirement plans designed to work toward financial security for individuals, families, and business owners. As independent representatives of LPL Financial*, the team at Sterling Portfolio Managers has more than sixty years of combined experience. As well, Sterling Portfolio Managers is committed to providing a turn-key office and support for our independent financial advisors in their efforts for their clients.Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. (For hyperlinks to FINRA and SIPC, please refer to 'See Contact Info' section above.) • Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.• The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.*LPL Financial is the nation's largest independent broker-dealer (based on total revenues, Financial Planning magazine June 1996-2021).