Services Provided:
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 John in running the Greystone office. I have been in the financial services business for 30 plus years. I am series 7 and 66 licensed.
Personal Information:
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 am married to Steve and we have 2 daughters, Rachel and Sarah. Rachel is a graduate of University of Idaho and is a Registered Dietician. Sarah is a graduate of WSU and is a Police Officer. We live in Redmond. We enjoy bike riding, gardening, home improvement projects and playing in the snow.
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.
Check the background of this investment professional on FINRA's BrokerCheck