Advisor profile


Personalized financial and investment strategies

 Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation

Areas of focus

  • Sustainable and Responsible Investing
  • Tax Planning Strategies
  • Wealth Preservation Strategies
  • Social Security Retirement Benefits
  • Investment Management
  • Charitable Giving
  • Retirement Income Strategies
  • Saving for Education
  • Domestic Partner Planning
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner
  • Life, Disability & Variable Products Insurance Licenses

Education

  • BA Business Administration - Finance & Economics, Gonzaga Universty
  • Gonzaga-in-Florence, Italy

Interests

  • My wife, Katie, and I have three young children
  • We were born and raised in the Northwest Washington, and have deep roots in the area.
  • I have traveled throughout Europe, Africa and the Middle East
  • My family and I enjoy the outdoors, our pets, fishing, running and reading
  • We love Gonzaga Basketball

Community participation

  • Past President, First Evangelical Lutheran Church

Professional associations

  • Member, Northwest Washington Estate Planning Council

Previous experience

  • Manager, St John Glass, July 2002 - December 2008
  • Accounting, Wieden + Kennedy, October 1999 - July 2002
  • Commercial Fisherman, F/V Buffalo, Bristol Bay AK, June 1994 - July 1998