We are committed to your financial education. We work with business owners and professionals creating strategies that are customized to fit your unique needs. We will thoroughly and thoughtfully create a plan for your financial future and are committed to continuing and growing our relationship with you as your financial coach.
Get to know the benefits of
the Infinite Banking System:
As the Regional Director of the Alpha Omega Wealth Northwest team, I help clients plan for their financial future and have been doing so for nearly 20 years. For people who want to be financially prepared for every possibility — reaching a ripe old age, leaving the world too soon, or having to deal with a disability in between — I help them get into a position of freedom and control over their finances. I serve my clients as a certified IBC practitioner, life insurance specialist, and full financial professional.
My holistic approach to helping clients assures that no aspect of your financial needs, goals, or concerns will be overlooked. Education is a big part of our process at Alpha Omega Wealth Northwest so that our clients understand and are fully on board with the best solutions for them.
Since being introduced to the Infinite Banking Concept (IBC), it has become my true passion without a doubt! IBC is the primary method we use for helping clients and their families build stable, long-lasting and successful financial legacies. Your financial situations will be analyzed through a variety of lenses to ensure that the financial future of your family, your growing wealth, and your ability to an earn income is maintained and protected regardless of market fluctuations, economic instability, etc.
Some of my best clients are doctors, entrepreneurs, and professionals. I have enjoyed helping them prepare and plan for independence through the uncertain stages of life and towards the ultimate goal of financial success for themselves, and a lasting legacy for their children, and for generations to come.
Growing three businesses from the ground up in the restaurant industry and the financial services industry, I understand the challenges that come with owning a business and know firsthand what the privatized banking strategy can do for you.
Being a business owner for over 20 years has given me a deep-rooted belief in impeccable service, energetic support of small businesses and a real drive to see people thrive financially. Giving back to the community is an essential part of those beliefs and I enjoy doing so both professionally and philanthropically through volunteer work and fundraising for nonprofits directed at caring for foster children in our community, serving in my local church and volunteering as a member of the church finance team.
I hold memberships with the National Association of Insurance and Financial Advisors (NAIFA), Women Business Owners, the Tacoma Executives Association and am a Million Dollar Round Table (MDRT), Court of the Table qualifier and member.