As a Family Wealth Advisor with the Doche Financial Consulting Group, I bring the same courteous professionalism and exceptionally high level of service that our team has become known for throughout the Private Wealth Management Industry.
I graduated Cum Laude from Gonzaga University in 2019 with a bachelor’s degree in Economics and Chemistry. I currently hold the SIE, Series 7, and Series 66 securities registrations in addition to Insurance License. I have also completed my Certified Financial Planner designation to specialize in comprehensive financial planning.
I always love meeting new individuals, hearing their stories, and ultimately serving their wealth management needs with empathy, efficiency, and in a detail oriented manner. I come from a background rooted in the outdoors, so I am as comfortable sitting down to meet with clients at a trailhead or local restaurant as I am in my own office. So give me a call or swing on by and say hello! I can't wait to support your financial needs here at Doche Financial Consulting Group.
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