Professional Experience

I became a financial advisor because I believe your money should do two things: work hard for your future and free you to focus on what actually matters today. With over a decade of experience, I specialize in helping clients organize, simplify, and maximize their financial lives — across investments, taxes, and long-term goal setting.

I lead investment management at Gevers Wealth and hold the Chartered Financial Analyst (CFA®) designation, the gold standard in investment credentials. My academic background is a double major in finance and economics, and I've developed particular depth working with professionals at companies like Amazon, Microsoft, and Google navigating their unique financial situations.

I also serve on the board of the CFA Society of Seattle, which keeps me connected to the highest standards of ethics and practice in this industry.

About Me

Outside the office, I'm a Seattle native and a devoted fan of the Huskies and Mariners. When I'm not working, I'm on the water wake surfing, competing in open water races, or in a workout class. I unwind with financial history books and nature documentaries — which tells you most of what you need to know about me.