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

  • Retirement Planning Strategies
  • Executive Compensation and Benefit Strategies
  • Employee Stock Options
  • Investment Management
  • Business Retirement Plans
  • Cash Flow Management Strategies
  • Retirement Income Strategies
  • Family Finances
  • Estate Planning Strategies
  • Tax Planning Strategies
  • Insurance
  • Social Security Retirement Benefits
  • Wealth Preservation Strategies
32
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • CRPC® Chartered Retirement Planning Counselor℠
  • APMA® Accredited Portfolio Management Advisor℠

Interests

I am have been married to my wife Rhonda for 30 years

We have five children: four sons and one daughter - ages 28, 27, 25, 23 and 20

We reside in North Bend, Washington

We love football as all 4 sons played in college & 2 coach high school

I enjoying coaching youth sports and volunteering in support of youth sports organizations

I love to fly fish, watch college football, and support my school teacher wife as a volunteer

Community participation

  • Mitchell Family Football Camp - 2016 - 2019
  • 2018 & 19 Summit Trail Middle Sch Future Ready Day Presenter
  • Mount Si Football Booster Club, President - 2010 - 2016
  • 2015 Give Good Award Recipient, Parent Volunteer
  • Soccer Coach, Sno Valley Youth Soccer Assoc. - 1998 – 2014
  • Coach, Snoqualmie Valley Little League - 1998 - 2010

Awards & recognition

  • Ameriprise Client Experience Award, 2020 - 2021
  • Five Star Wealth Manager - Seattle, WA, 2018 - 2020, 2022

Professional associations

  • Bellevue Chamber of Commerce
  • Snoqualmie Valley Chamber of Commerce

Previous experience

  • Senior Financial Advisor, D.A. Davidson Companies, 2008 - 2017
  • Director, Institutional Sales & Seattle Office Manager, Washing Mutual Saving Bank, 2001 - 2007
  • President and Founder, BondNexus Corp., 2000 - 2001
  • Vice President & Manager Proprietary Mortgage Trading Group, Seattle-Northwest Securities Corp., 1996 - 2000
  • Mortgage Trader, Stephens Inc., 1989 - 1996

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.