My Approach

You are not just another face in the crowd.

You are unique, and so are your financial goals. That’s why I take the time to understand what’s truly important to you.

I can help you prepare for whatever life brings — both the expected and the unexpected — with personalized advice tailored to you. In fact, Ameriprise is rated #1 in the investment industry for trust.1

I deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement®approach. Working together, I can help you feel more confident, connected, and in control of your financial life.

Interests

  • Food and wine tasting with my wife Angie.
  • Running and playing with our dog Zeke.
  • Following Seattle sports: Huskies, Seahawks, Sounders, Mariners, Sonics... I've even been to a couple of Storm games.
  • Mastering the art of BBQ with my new Traeger smoker.
  • I also love music and reading non-fiction books about a variety of topics.

Community Participation

  • Rotary Club of Seattle
10
Years of Experience ?

Areas of Focus

  • Family Finances
  • Retirement Income Strategies
  • Saving for Education
  • Estate Planning Strategies
  • Retirement Planning Strategies
  • Investments
  • Insurance
  • Charitable Giving

Education

  • University of Washington, BA Business Administration

Professional Associations

  • National Institute of Certified College Planners

My Videos(2 videos)