I spent nine years with T-Mobile Financial Planning & Analysis, primarily supporting the Care team.
I learned T-Mobile’s total compensation package for both myself and entire departments.
Coworkers kept asking me financial questions. I couldn’t find any financial planning firms dedicated to helping them so I decided to:
✅ complete a personal financial planning program,
✅ pass the CERTIFIED FINANCIAL PLANNER™ exam, and
✅ found Scaled Finance, LLC in early 2022.
On a personal note, I live in the Seattle area and when I'm not working, I enjoy bicycling, sailing, and spending time with friends and family.
FREE VIDEO COURSE:
📺 Scroll down to view an introductory video with more information about the 11-session video course I created to help everyone, not just T-Mobile employees. There's no cost to take the course and I will share with you the best financial independence resources I've either found or created.
🔗 You will find a link to the video course in the Highlights tab, just below my profile.
Affiliations
Fee Only Network
National Association of Personal Financial Advisors
Click the 'Book Intro Call' button to schedule a free consultation. This is an approximately 45 minute Zoom conversation for us to mutually determine fit. This meeting will prioritize you and your family to focus on your challenges,
opportunities, and questions. I look forward to speaking with you!
About our Firm
At Scaled Finance, I help T-Mobile employees and their families save their first $1,000,000 and beyond. My definition of family is broad! Your family is whoever matters most to you.
I’ve been blessed with incredible opportunities throughout my life. Now, I have the privilege to help people doing what I love. I feel a deep responsibility - a calling - to help you and your family live your best lives.
I’m located near T-Mobile’s Bellevue, WA headquarters. Scaled Finance operates virtually, allowing me to serve clients nationwide.
Our Guiding Principles:
💡 Clarity Creates Confidence: Harness your deeper why. Clarity of thought leads to elegant simplicity.
🛣️ No Judgement, Just Tradeoffs: No one can be behind on their path. Reviewing tradeoffs helps you choose how to live your best life.
🫵 Clients' Best Interest in Mind. Always: Proactively avoid conflicts of interest. Limit and discuss the unavoidable ones.
➕ Expand Options: Help you nurture your considerable capital (human, creative, financial...) to give you more options.
🔍 Extreme Transparency: Create the plan, incorporate feedback, and celebrate wins together!
🐢 Turn the Turtle: If making a little effort can help someone back on their feet, do it! We can all use a little help on our journey.
Education
University of Notre Dame - Mendoza College of Business, MBA | University of California, Los Angeles, BA, Political Science and Economics with a Specialization in Computing
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