About Me
My experience can guide you onward to secure your family’s financial future.
I am a CERTIFIED FINANCIAL PLANNER® professional and founder of Onward Financial Advising, where I empower clients to improve their financial future through personalized wealth-building plans. With over 15 years of combined experience in aerospace engineering and financial advising, I bring a unique perspective to clients. I excel at bringing clarity and confidence to families’ finances through interactive and custom financial advice. I have a M.S. in Mechanical Engineering from the University of Washington and a B.S. in Engineering Mechanics and Astronautics from the University of Wisconsin.
At Onward Financial Advising, I am committed to helping individuals and families achieve financial security and freedom. The company’s mission is to create personalized financial plans that build wealth, guided by the values of transparency, honesty, dedication, respect, and education. My approach addresses the unique needs of individuals of all ages, technical and analytical professionals, first-generation wealth creators, and young families. I understand the challenges surrounding money management, taxation, and the importance of professional guidance.
My extensive experience and empathetic leadership give me the opportunity to be a trusted partner for clients seeking to improve their financial future. My dedication to providing clear, tangible financial plans and educating clients on financial topics sets me apart in the industry.
Mission
To empower my clients to improve their financial futures by creating personalized plans that build wealth.
Values
Transparency – I provide clear, tangible and understandable financial plans.
Honesty – I am ethical, honest and trustworthy in all situations.
Dedication – I am committed to my clients and their financial goals.
Respect – I value all clients, and I am considerate and attentive to their needs.
Education – I teach my clients how to take control of their financial future.
Onward Financial Advising 