My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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30
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Estate Planning Strategies
  • Charitable Giving Strategies
  • Saving for Education

Education

  • M.B.A., 1999, Financial Management, City University, Tacoma, WA
  • B.A., 1993, Business, Washington State University, Pullman, WA

Previous experience

  • Owner - Interstate Finance, 1995 - 1998

Interests

Spend 1 week a year in Sun Valley, ID skiing with wife (Angela) and our four boys (Anthony, Nicholas, Matthew and Andrew).

Enjoy camping, fishing and hiking.