My profile

Saving for the future

Whether you’re buying your first home, saving for college or planning for retirement, you don’t have to navigate the future alone. I help you make sense of your finances with advice and investment ideas that fit your life, your goals and your comfort with risk.

Ready to learn more? Let’s start with a complimentary initial consultation to talk about how I can help you move closer to your financial goals.


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21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Financial Planning for Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Arts, Business Education, Seattle University, Seattle Washington

Interests

My focus outside of work is directed mainly towards my wife, children, family, and friends. My main activities are building (boats and log homes). My other activites are chess and Scrabble. I have a goal over the coming years to more fully experience Alaska which I work on when ever time allows.