Advisor profile


Personalized advice to help you achieve your goals

 I provide personalized financial advice to help you achieve your goals, today and in the future. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments, and digital tools to help you stay on track, I can help you feel confident, connected and in control of your financial life.

Are you ready to start progressing towards your financial goals? Learn more about getting started and sign up for a complimentary initial consultation. How to get started

Areas of focus

  • Retirement Plan Distribution
  • Saving for Education
  • Family Finances
  • Retirement Planning Strategies
  • Estate Planning Strategies
22
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™ practitioner

Education

  • Bachelor of Science, Chemical Engineering, Washington State University

Interests

  • Skiing (still trying to maintain my double-black diamond capability!)
  • Enjoying the great outdoors of the Pacific Northwest. I've lived here for most of the past 50 years and I never get tired of all there is to offer right here: fishing, hunting, hiking, skiing.
  • I have two wonderful granddaughters that make me feel blessed. As many of my clients know, I get to watch one of them every Monday!

Community participation

Past Board member, Sean Humphrey House, Bellingham

Past Board Chairman, MotherBaby Center

Previous experience

  • Process and Project Engineer, Christenson/VECO Engineering, 1988-1999, Bellingham WA. Registered Professional Engineer
  • Reservoir and Production Engineer, Sohio Petroleum Co., 1982-1988, Prudhoe Bay Field, AK