As a Registered Assistant, my goal is to give professional, positive and knowledgeable service to our wonderful clients and prospective clients. I enjoy talking with people and learning about them and how I can help. I take care of any paper work needed to open and maintain accounts. I answer questions and help clients work through any challenges that may arise.
I have experience in Trust set up and funding, and Estate settlement. I have a good knowledge of how the financial services industry works and I strive to research information that helps me perform my job successfully. I am organized and efficient and I assist Bill in running the Greystone office. I have been in the financial services business for 26 plus years. I am series 7 and 66 licensed with KMS Financial Services, Inc..
I am a native of Washington State. I was born and raised on the eastside. I graduated from Redmond High School in 1984 and started a job at Bogle and Gates law firm shortly thereafter. I left the law firm after 7 years and went to work at Dain Bosworth as a Sales Assistant, and worked with Bill there for a couple of years. I was with Dain Bosworth for 7 years and after my second daughter was born, I wanted to switch to part time. It just worked out that Bill needed an assistant at that time, and well, the rest is history. I have been working with Bill now for 20 plus years.
I am married to Steve and we have 2 daughters, Rachel and Sarah. Rachel is a graduate of University of Idaho and is now a Registered Dietician at a Children's hospital. Sarah is a graduate of WSU and is in the process of becoming a Police Officer. We live in Redmond. We enjoy bike riding, gardening, home improvement projects and playing in the snow. I also enjoyed being involved in Girl Scouts with my daughters when they were younger.
Having kids is an adventure every day! Life is short and they grow up too fast, I have enjoyed every minute of it! That is why I am very thankful that I had the opportunity to work for Bill as a part time employee.
A few years ago I decided to further my career by getting my securities and advisory license. I am now part owner of Greystone Financial and look forward to contributing more to the business and our clients.
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