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

  • Investment Management
  • Retirement Income Strategies
  • Investments
43
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • APMA® Accredited Portfolio Management Advisor℠

Education

  • Bachelor of Arts, Economics, University of Kansas

Interests

  • reading and financial history: reading to understand how individuals and America managed crisis and adversity. This provides useful perspective on today's challenges.
  • being a Dad. Proud father of a daughter following her path to creative accomplishments in the communications and publishing sector.
  • golf: introduced to the game at 14, great friends and experiences are the result. Memorable moments: the links courses in Ireland and Scotland; three holes in one; my connection to Kansas and Prairie Dunes.

Community participation

I have served on the Finance Team at Seattle Unity Church since 2012. We review financial reports and monitor an endowment. We are currently building a new church sanctuary and community space on our site in the South Lake Union neighborhood in Seattle. I served with a team of congregants to envision, plan and implement the construction project. Expected completion expected in the 4th quarter of 2021.

Previous experience

  • Merrill Lynch, 1979-1984
  • Drexel Burnam, 1984-1989
  • RBC Dain Rauscher, 1991-2006