Centurion Finance

I’ve always been a numbers person. Even as a teenager, I loved balancing my checkbook down to the penny. But I also live to help people–I spend a lot of my free time volunteering with local organizations. My love of numbers and forming relationships is why I became a financial planner. Financial planning is a very personal thing - we ask you to reveal intimate details about your money and life. It’s a leap of faith to work with a new planner but with the right fit, we can make a big impact. My goal would be to not only help someone in the present day, but in every life event going forward. EFE may request that clients share their experiences. No compensation is paid for any reviews and EFE does not control the content. Reviews not representative of all clients.

Controls and Compliance Accounting with project resources and recruiting. Federal & state tax preparation, payroll, merchant services, & wealth management.

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. The Edelman Financial Engines office in Kirkland is here for you, serving Seattle and the Greater Eastside, including Bellevue, Kirkland, Redmond, Sammamish, Maple Valley and Mercer Island. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.