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
10
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
  • Tax Planning Strategies
  • Intergenerational Planning
  • Investment Management
  • Business Retirement Plans
  • Small Business
  • Investments
  • Estate Planning Strategies
  • Insurance
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • APMA™ Accredited Portfolio Management Advisor™
  • Series 7
  • Series 66
  • Life, Disability, Variable Life and Variable Annuity

Education

  • BBA- Finance, University of North Texas, 2014

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2023, 2024
  • AdvisorHub Advisors to Watch (over $1Bil), 2023
  • Soundview Financial Group, Forbes Best-in-State Wealth Management Teams, 2023, 2024
  • Ameriprise Circle of Success, 2021-2023
  • Five Star Wealth Manager, Washington state, 2022-2023
  • Forbes Best-in-State Next-Generation Wealth Advisors, 2023

Community participation

The team regularly volunteers at Food Lifeline to help local food banks. We package food.
The team regularly volunteers at Food Lifeline to help local food banks. We package food.

I believe every child should get food, water, clothing, education and if possible, a loving home. For several years my wife and I happily sponsor an orphan in need through WORLDCOMP Kenya. I personally participated in the construction of their orphanage in 2016 and it was a truly humbling experience.

I also take our Edmonds team out to volunteer twice a year at local food banks and Food Lifeline. Giving back to our community is fulfilling.

Interests

My wife Bonnie and I have a shared passion for health and fitness. We enjoy weightlifting, walking, and cooking together. We deeply enjoy exploring the foggy mountains, old growth forests, and islands near our pacific northwest home. We travel when we can and spend time with family in WA, KS, IL, and WI.

At home Bonnie is quite the hostess and keeps us connected to others through dinner parties, game nights, and celebrations.

In my free time I enjoy sketching, reading, and woodworking. I find fulfillment in learning new techniques, challenging myself, and gain satisfaction from being creative.

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.