Advisor profile


What you can expect when you work with me

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.

Get started
12
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Family Finances
  • Retirement Income Strategies
  • Investments

Qualifications

  • APMA™ Accredited Portfolio Management Advisor™

Education

  • Washington State University, Economics, 2008-2011

Awards & recognition

  • Core Focus Financial Group, Ameriprise Client Experience Award, 2021, 2023
  • Ameriprise Ultimate Digital Excellence Award, 2021-2022

Previous experience

  • Financial Advisor, Merrill Lynch, 2014-2019

Community participation

Coach baseball at Skyline High School in Sammamish, WA

Coach summer baseball with Field of Champions BBC

Active member of WSU Alumni Association

Interests

I live in Snoqualmie with my wife, Kendall.

Enjoy playing all sports including golf, basketball, baseball etc.

Love watching Mariners baseball and traveling to Pullman, WA for WSU football.

Enjoy outdoor activities especially skiing, hiking, running, fishing and hunting.