Advisor profile


My approach

Putting clients first; it's what I do

Ameriprise earned a Hearts & Wallets Top Performer recognition in:

  • “Unbiased, puts my interest first”
  • “Explains things in understandable terms”
  • “Understands me and shares my values”

I’m proud to be associated with a firm known for its service and how it relates to clients, because serving your interests is my priority. I offer comprehensive financial advice and a broad range of solutions to help you and your loved ones live brilliantly, now and in the future.

With the right financial advisor, life can be brilliant.

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
  • Estate Planning Strategies
  • Employee Stock Options
  • Retirement Income Strategies
  • Insurance
21
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℠

Education

  • University of Washington
  • Bachelors of Science, Business Management

Interests

I have been married for 18 years to Rebecca and we have two children, Chloe and Aaron.

My wife and I love spending time with our family travelling around Washington State and the rest of the country.

Some activities we try to fit in to our busy schedules are cross country skiing, hiking, camping, and surfing.

My kids and I love riding bicycles, playing Basketball, Lacrosse and Surfing whenever we get the chance.

Community participation

  • I have been fortunate enough to participate in the construction of a community center in rural Mississippi.
  • Served on teams at Union Gospel Mission helping our homeless citizens in Seattle.
  • Serving in Local Public Schools and helping out in classes and at events
  • Teach financial education classes to various non-profit groups

Awards & recognition

  • Five Star Wealth Manager - Seattle, WA, 2017