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
12
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
  • Investment Management
  • Retirement Planning Strategies

Qualifications

  • AAMS™ Accredited Asset Management Specialist™

Education

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

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

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.

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.