Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investment Management
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Cash Flow Management Strategies
  • Insurance
  • Saving for Education
  • Investments
10
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 growing family and new son Leo
  • Traveling with my beautiful wife, Kaarin
  • 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
  • The Office
  • Stand-up comedy
  • Scary movies, murder mystery novels, and business non-fiction books

Professional associations

  • Financial Services Institute

Previous experience

  • Investment Advisor, Voya Financial, 2011-2018