Advisor profile


Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
24
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Plan Distribution
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Bachelor of Science, Chemical Engineering, Washington State University

Previous experience

  • Process and Project Engineer, Christenson/VECO Engineering, 1988-1999, Bellingham WA. Registered Professional Engineer
  • Reservoir and Production Engineer, Sohio Petroleum Co., 1982-1988, Prudhoe Bay Field, AK

Community participation

Past Board member, Sean Humphrey House, Bellingham

Past Board Chairman, MotherBaby Center

Interests

  • Skiing (still trying to maintain my double-black diamond capability!)
  • Enjoying the great outdoors of the Pacific Northwest. I've lived here for most of the past 50 years and I never get tired of all there is to offer right here: fishing, hunting, hiking, skiing.
  • I have two wonderful granddaughters that make me feel blessed. As many of my clients know, I get to watch one of them every Monday!