My Approach

How will you be brilliant? I can help.

I’m not only in the business of helping you pursue your wealth. I’m also in the business of helping you grow your financial confidence in the future. I’ll help you balance pursuing your dreams for tomorrow with what you want today. We’ll use our exclusive Confident Retirement® approach, which begins with a straightforward conversation about your financial goals.

I’m here to help you live the life you’ve earned. When you have the right advisor, life can be brilliant.

Interests

  • Spending time with family, including seven grandchildren
  • Playing tennis, golf
  • Traveling
  • Reading

Community Participation

Three time president of the Edmonds Exchange Club and two time Exchangite of the year. Supporting my grandchildren in their educational and spiritual grown through King's School.

  • Edmonds Exchange Club
  • King's School Grandparent
  • Wenatchee Youth Circus

Experience

? 29 ? 92 View scores
 
 
 

Areas of Focus

  • Retirement Planning Strategies
  • Investments
  • Wealth Preservation Strategies
  • Retirement Plan Distribution

Education

  • University of Washington, B.A. Business Administration
  • University of Washington, Education Degree

Professional Associations

  • Grandpa Club
  • National Exchange Club of Edmonds

My Photos(1 photo albums)

Any client represented invests with Ameriprise Financial Services, Inc., Member FINRA and SIPC, a registered broker-dealer, as a brokerage customer. This is not an advertisement for investment advisory services and is not a guarantee of future performance or success.