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 Income Strategies
  • Investment Management
  • Retirement Planning Strategies
11
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Qualifications

  • AAMS® Accredited Asset Management Specialist℠

Education

  • University of Washington, Foster School of Business, BA Accounting

Interests

I am fortunate to have a close knit family including: my wife, Elisa; son, Derek; and daughter, Lauren. It gives me great pride that they also have very rewarding careers.

We enjoy a lot of activities together including:

  • Skiing, golf and exercise (running, hiking and gym workouts)
  • Avid Husky, Seahawk and Mariner fans (Husky football season ticket holders for years!)
  • Travel (Especially enjoy regular Whistler Mountain trips plus vacations to Europe and Hawaii.)

Elisa and I enjoy dining out on weekends plus the occasional movie and play. Summer fun includes competing in our golf leagues and attending outdoor concerts.

Community participation

Over a span of 13 years I was greatly involved with youth athletics and school activities. This included managing and coaching baseball, football and softball teams in Sammamish, Bellevue and the greater Eastside. I also volunteered for activities such as the DECA marketing program and provided assistance for high school sports programs.

New activities include volunteering for Seattle’s Northwest Harvest Day of Caring.

Professional associations

  • Bellevue Chamber of Commerce

Previous experience

  • Financial Advisor, Edward Jones, Kirkland, WA, 2010-2016
  • Business Development Director, Morse Best Innovation, 2007-2008
  • VP Strategic Accounts, Knowledge Anywhere, 2001-2007
  • Area Director, Retail Systems, NCR, 1995-2000
  • Industry Director, US/Worldwide Industry Marketing, AT&T Global Information Solutions (NCR), 1993-1994