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
26
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
  • Retirement Planning Strategies
  • Investment Management

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • Series 7, 63,65, 24, and life & health insurance.

Education

  • BA Liberal Studies, University of Washington - Tacoma

Previous experience

  • Senior Vice President, UBS Financial Services, 2008-2016
  • Senior Vice President, Morgan Stanley, 1995-2008

Community participation

Interests

My wife and I enjoy travelling to new places. We just came back from a week in Loreto, Mexico and are planning a trip to Ireland in September!

I am a 12! As a life-long Seattle Seahawks fan, I rarely miss watching a game (including pre-season) and follow the draft and free agency during the off-season.

I love discovering new musical artists and spending time with old favorites. If you looked at the artists beginning with the letter 'M' on my iPod you would find Mozart, Maria Callas, Merle Haggard, Matchbox 20, and Metallica, just to name a few.

I also enjoy golf. My wife and I just joined the Gig Harbor Golf Club this year.