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

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
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

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

Education

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

Interests

  • 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

Awards & recognition

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

Professional associations

  • Financial Services Institute

Previous experience

  • Investment Advisor, Voya Financial, 2011-2018

Honored to receive recognition

All of us at Colibri Capital are honored to share we have received the Ameriprise Client Experience Award. This recognition is a testament to the loyalty of our clients, the dedication of the entire Colibri Capital team and the great experience we work so hard to provide for our clients every day.

The Ameriprise Client Experience Award is earned by a practice based on three measurable statistics that reflect the value of goal-based advice to our clients: client experience rating; percentage of clients over a certain asset level in advice relationships; and, once the practice has exceeded a minimum amount of net flows, the percentage of net flows derived from assets under management.