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
  • Estate Planning Strategies
  • Wealth Preservation Strategies
23
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • FINRA Series 7, 66, and Life and Health Insurance.

Education

  • Bachelors Degree , General Studies, Washington State University , Pullman Washington

Interests

Spending time with my family is a top priority. Some of my favorite activities are boating on the lower Puget Sound, water skiing with a group of old friends, snow skiing at Crystal Mountain and traveling with my wife, Danielle, and my daughters, Hannah and Lauren. Our favorite family destination is Napili Bay on Maui where we were married 25 years ago .

Community participation

  • Juvenile Diabetes Research Foundation
  • Cascade Regional Blood Services
  • Sunshine Acres Children's Home

Previous experience

  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 2011-2019
  • Morgan Stanley Smith Barney, 2009-2011
  • Citigroup Global Markets Inc, 2006-2009
  • RBC Dain Rauscher Inc, 2002-2006
  • Merrill Lynch, Pierce, Fenner & Smith Incorporated, 1999-2002