Advisor profile

What you can expect when you work with me

 My purpose is to help you feel confident, connected and in control of your financial life. 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. Request a consultation
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
  • Investment Management
  • Sustainable and Responsible Investing
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances
  • Small Business
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Insurance
  • Saving for Education


  • Series 7 Securities License
  • Series 66 License
  • Life & Health Insurance License


  • B.S. Political Science, University of Washington, Seattle, WA - 2010

Awards & recognition

  • Colibri Capital, Ameriprise Client Experience Award, 2021-2022
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Professional associations

  • Financial Services Institute

Previous experience

  • Investment Advisor, Voya Financial, 2011-2018

Community participation

Colibri Capital - Community participation photo

Colibri Capital is dedicated to improving the lives of individuals, families, and our communities.

This year we have decided to help stop hunger in America by volunteering our time at Food Lifeline in Seattle. Our team helped sort and pack over 4,600 pounds of food for families in need. It was truly rewarding, and we can't wait to do it again this Fall. With that, if you'd like to join us on our next day of service don't hesitate to reach out.
  • Food Lifeline


  • Spending time with my beautiful wife Kaarin and my two sons, Leo and Luca
  • Exploring new parts of Washington
  • My dog, Dave and cat, Wynn
  • University of Washington football and basketball
  • Learning to fly fish
  • NFL, NBA, Fantasy Sports, & now the Seattle Kraken
  • Business non-fiction books
  • Stand-up comedy
  • Formula 1, IndyCar, and IndyLights Racing