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

  • Family Finances
  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Investments
  • Saving for Education
  • Insurance
  • Estate Planning Strategies
  • Charitable Giving
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • University of Washington, BA Business Administration

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

Professional associations

  • National Institute of Certified College Planners