Advisor profile


What you can expect when you work with me

The right financial advice can help prepare you for whatever life brings — both the expected and the unexpected.

When you work with me, you receive:
  • 1:1 financial advice based on your goals and needs.
  • Personalized recommendations for a diversified portfolio, and solutions to help protect you from uncertainty.
  • Regular meetings to review your goals, progress and investments.
  • Anytime access to your investments and digital tools to help you stay on track.

Ready to learn more? Getting started is as easy as meeting for a complimentary initial consultation whenever it’s convenient for you.

Get started
48
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Retirement Planning Strategies
  • Retirement Plan Distribution
  • Family Finances

Qualifications

  • Series 7 Series 8 Series 65

Education

  • Bachelor of Arts in History, University of Washington 1969

Professional associations

  • FINRA

Community participation

  • UW Tyee Club
  • UW Presidents Club
  • Southwest Autisim Research & Resource Center
  • City of Mill Creek, Wa Past Planning Commissioner '79-'86

Interests

  • Sailing
  • Gardening
  • Traveling
  • University of Washington Athletics
  • Autisim Support