Advisor profile


Personalized financial and investment strategies

Let me help you build and preserve your wealth with a personalized investment strategy. With my experience providing ongoing financial advice and asset management strategies, I can help you formulate an approach to help strengthen your portfolio’s potential, meet your financial goals and suit your risk tolerance. My goal is to prepare your portfolio to help meet all market conditions, and regularly review and adapt your strategy as your life changes. Using our exclusive Confident Retirement® approach, we’ll work together to help you feel more confident, connected, and in control of your financial life. Want to learn more? I’m happy to meet for a complimentary initial consultation whenever it’s convenient for you. Request a consultation
21
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Income Strategies
  • Insurance
  • Investment Management
  • Saving for Education
  • Social Security Retirement Benefits
  • Investments
  • Retirement Plan Distribution
  • Estate Planning Strategies
  • Family Finances
  • Sustainable and Responsible Investing
  • Retirement Planning Strategies
  • Tax Planning Strategies

Education

  • University of Washington, Bachelor of Science 2001

Interests

When Im out of the office I enjoy Golf, Skiing, Wake Surfing, Riding Dirt Bikes, Motorsports and Spending time with my Kids, Family and Loved Ones.