Advisor profile

What you can expect when you work with me

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.

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Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Intergenerational Planning
  • Retirement Planning Strategies
  • Saving for Education
  • Retirement Income Strategies
  • Social Security Retirement Benefits


  • Securities licenses: Series 7, 63, 65
  • Insurance licenses: Life, Health, Accident and Variable Contracts


  • B. S. Finance, University of Utah, Salt Lake City, Utah, 1984

Community participation

  • I attend Trinity Lutheran Church in Lynnwood.


  • Living near Paine Field allows me and the family to enjoy the aircraft events.
  • My youngest and I play dualing pianos. She plays the left hand and I play the right. Fur D' Elise is our favorite.
  • I enjoy working in my backyard which resembles a jungle right now but I'm working hard to contain it.
  • Most of my evenings are spent reading industry specific journals.
  • The best time is spent with family and friends. It seems that someone is always having a birthday in my extended family.