Private wealth advisor
I am a CERTIFIED FINANCIAL PLANNER™ professional, focused on financial and retirement planning, and goals-based asset management for individuals, families, and business owners. Think of me as the head coach for your custom financial planning and asset management strategies.
Prior to founding Atkinson Wealth Strategies, I was an advisor with a large national firm, grew up in Camas, Washington, and received my Bachelor’s degree from Western Washington University College of Business and Economics. During my free time, I enjoy traveling, playing golf, and spending time on the water at one of the many lakes and waterways in the Pacific Northwest.
