Senior Housing Advisory Services

I am an advocate for the most important transitional needs of the family- support for someone with elevated health challenges that require thoughtful planning for long term care. 
I meet with the family to create a plan to provide extensive services that focus on the most important personal needs of their loved one. 
We provide budget analysis, and create a holistic plan that is expected to meet all needs as well as future unforeseen challenges. This is a personalized service uniquely created knowing no two circumstances as alike. 
My intention is to provide a complete solution for any need. 
I am a lifelong advocate to support and guide if ever there is a challenge. 
I am a referral partner to all forms of health support for your aging or disabled loved one, Designed to be a wrap-around support service in times of change.

Business Owner

Columbia Bank

SVP, South Sound Commerical Banking Team Lead

Key Corporate & Commercial Bank

Active relationship manager participating in creative brainstorming, finding solutions that make businesses more efficient. I specialize in acquisitions, creative financing, managing cash flow and connecting my clients to people that can enhance their personal and business needs. Comprehensively manage client relationships from start to finish, providing management solutions.

Local team leader in South Puget Sound coaching the local team. Market advocate for the team and the community. Community representative for KeyBank.

Sr. Relationship Manager & Market Team Lead - VP

Lead the Key4Women initiative for Key Bank in the South Puget Sound. We serve the needs of women business owners and women leaders in our community. We provide streamlined access to capital as well as education and networking for women.

Key4Women Champion

Active relationship manager participating in creative brainstorming, finding solutions that make businesses more efficient. I specialize in acquisitions, creative financing, managing cash flow and connecting my clients to people that can enhance their personal and business needs. Comprehensively manage client relationships from start to finish, providing management solutions.

Sr. Relationship Manager - VP

Managed a book of consumer clients and small businesses that were looking for financial solutions and account management.  Specialized in consumer lending with lines of credit up to $750,000.  Provided notary services as well as insurance and investment products.

Relationship Manager and Personal Banker

US Bank

Managed personal and retail business banking needs for clients.

Personal banker

Mr. Rags

Began by managing individual retail stores. Promoted to regional management role, managing operations of multiple stores and 30 employees. In charge of scheduling, inventory, hiring, firing and merchandising.

Manager

I provide solution based, concierge level support during transitional times.  I work along side of talented and dedicated individuals providing a holistic approach to relieve pressure and provide a plan for those going through changes that affect daily living. These needs arise for any age. I’m here as the advisor and advocate for a family that can use some help making changes that are focused on health, budget and long term needs.

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