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With Angi since October 2016

Financial Planning


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UpperLeft Wealth Management is here for anyone planning for and trying to figure out if they're on pace for retirement, or are looking for investment management, advice on social security, home mortgages, taxes in retirement, or other financial questions. Our data-driven processes and strategic planning mean we help you face the curveballs life can throw at you. I am a CFP® and fiduciary, and hold an M.B.A. in finance from Columbia Business School. My reputation is built on your trust. If you're ready to look at improving your odds of success, contact me at  

For many, understanding every aspect of personal finance can be daunting. From investments to retirement to insurance, the decisions can be overwhelming. That’s where my firm comes in. Whether you have significant assets to manage--or if you are just starting to accumulate wealth--we have the tools and background to provide the services that fit your needs. Our goal is to provide you with guidance that can help you understand and better define your financial goals. My team and I work hard to create a mutually beneficial and respectful long-term relationship with our clients and their families. I take pride in knowing that I have helped many people pursue the type of financial future they dreamed about. For more information about my firm and our services, please call. I would enjoy learning more about your goals and dreams. We provide Tax and Financial Services in a professional, relaxed, non-judgmental environment. Our comfortable office in Ballard has free, off-street parking.  

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We are a team of local fee-based Wealth Planners who believe everyone should have access to objective advice and low-cost investment strategies. Our financial plans are delivered with fiduciary care and our strategies utilize low-cost investment options so you keep more of your potential hard-earned savings. We have no proprietary products to sell to provide objective advice and we offer proactive ongoing advice throughout the year to manage our clients’ plan. If you’re looking for an advising team that believes in easy going advice rather than hard sales you’ve come to the right place.  

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