

Bespoke Life
A Financial Wellness Sanctuary
Beyond the Balance Sheet—Empowering You to Thrive, Not Just Survive
Financial Freedom is for Everyone.
At Bespoke Life, we make money matters simple and clear through personalized guidance, resources, and supportive events.
Ready to take the stress out of your finances?
Whether you’re looking for holistic investment and retirement solutions, help with debt, wills and trusts, or affordable life and disability insurance—we’ve got you covered.
Let’s make your financial goals a reality—book your Money Date today and take the first step toward the freedom you deserve.
We’ve Got You.
Searching for a financial professional who sees beyond conventional formulas and cookie-cutter strategies that rely on running your numbers through software?
Welcome to Bespoke Life. Here, your story takes center stage. I approach financial planning as a craft, tailored to the unique fabric of your life—your dreams, values, and experiences. I bring creativity, empathy, and a deeply personal touch to every plan. I will not undo the good work that you have done. With a perspective shaped by diverse experiences, I am here to help you navigate complexity and design a financial future that reflects the extraordinary life you aspire to live.

Have more than $2.2 million in assets?
Your legacy is too important to leave to chance.
Worried about estate taxes eating into your legacy? Discover how high-net-worth families in Washington and beyond use life insurance and irrevocable trusts (ILITs) to offset estate taxes, protect their assets, and keep their wealth in the family. Learn the latest 2025 federal and Washington state estate tax exemptions, why ownership of your life insurance policy matters, and actionable steps to safeguard your heirs from surprise tax bills. Don’t wait—plan now and ensure your loved ones inherit memories, not tax problems.
Recogize this stunning museum ceiling? (No cheating with Google lens!!) Shoot me your guess--get it right and I’ll mail you a surprise.