Our mission is to guide individuals and small businesses to use money as a tool to support goals and values. We allow business owners to focus on their strengths and plan for growth.
I am the president of Ridgeline Wealth Advisors, LLC. I am a fee-only investment advisor located in Washington State. I selected this type of business because it allows me the freedom to find the best solutions for my clients where I am not limited to selling products for just one company. Instead of selling the product that has the biggest commission for me, I am legally obligated to find solutions that are the most suitable for my clients.
It is very important to me to establish open and honest communications with my clients and prospective clients. It is important that I fully understand your goals, priorities, and current financial position if I am to offer useful and relevant advice. It is important that you feel you can trust me and the advice I provide so you are confident that I am working in your best interest.
I earned my Bachelor’s Degree in psychology from the University of Washington. I attended graduate school at Benedictine University where I earned an MBA with a dual concentration in accounting and financial management. I am a member of the Sigma Beta Delta international honors society for business, management and administration. I am also a member of the Financial Planning Association (FPA) and the association of Women in Insurance and Financial Services (WIFS).
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I have worked in the financial services industry for more than eight years. During those years I have helped people in many areas. I have helped people review their retirement portfolios to determine if they are likely to meet their goals. I have had the pleasure of helping people organize their finances and save money to qualify for home ownership. I have helped entrepreneurs create business plans and existing organizations to create strategic plans and budgets. My passion lies in helping people and organizations to use money as a tool and think strategically about how to manage their finances.
Founded: 2015
Work Terms
I typically work Monday through Friday from 9 AM to 5 PM PST. I prefer to communicate either via email, Guru messages, or phone. Before agreeing to a project I prefer to discuss the details and expectations to ensure that the services I offer are a good fit for my clients' needs. I will create a proposal for your project based on the amount of time I expect is necessary to complete it. If my time will exceed my initial projection I will contact you immediately to discuss options. If your project takes less time than I anticipated then I will only charge for the project time. I charge in 15-minute increments.
I require half the project payment in advance and the remainder due upon completion of the project.