I founded Broadview Wealth Management in 2015 as a fee-only Registered Investment Advisor based in Bellevue, WA. I did so because I had a family history in the business and wanted to deeply serve clients to help them achieve their financial goals.

Prior to founding Broadview Wealth Management, I spent over 18 years as a business and marketing executive at Microsoft Corporation in Redmond, WA. During my time at Microsoft I held key business and marketing leadership positions spanning a range of businesses and spent nearly 10 years as a Senior Director in the mobile, Xbox and developer businesses. In my roles, I was responsible for driving revenue and profit growth, making product investment decisions, leading strategic partnerships, developing and implementing marketing plans and managing multi-million dollar budgets.

I earned my Master of Business Administration degree from the University of Washington’s Graduate School of Management in 1996 with a concentration in Marketing. I’ve also earned a Master of Public Policy from Australia’s University of Melbourne in 1991. Finally, I received my undergraduate Bachelor of Arts degree from Whitman College in 1987 with a major in Political Science and a minor in Mathematics.

I have passed the Series 65 examination with the National Association of Securities Dealers (NASD) and am a registered investment advisor with the Securities and Exchange Commission.

We are ready to prepare for your financial future – right now.