Advisor profile


Our approach

MOVING FROM SUCCESS TO SIGNIFICANCE.

While many people have financial advisors, money remains the #1 cause of stress in America. Meaning, the old Wall Street approach doesn’t seem to be working. We’re striving to change that, by not only being really good at the numbers, but by going beyond the numbers-to help with the things our clients say are the most meaningful- their goals, their dreams, their aspirations. The things, that as time passes, will help take how they see their lives from “Success to Significance”.

“I always tell people if you want to know the secret to happiness, I can give it to you in one word: progress.” Tony Robbins

Holistic Financial Planning is why we exist—to help our clients achieve their highest levels of confidence and make the biggest Impact possible on their family and community. We can you help you as well- to identify your family's most meaningful goals and work through a healthy, proven process to achieve them. And, more importantly, to provide the time and freedom to focus on your most cherished relationships, whether it be your spouse, your kids, your parents, or childhood friends.

“A dream written down with a date becomes a goal. A goal broken down into steps becomes a plan. A plan backed by action makes your dreams come true.”

—Greg Reid

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies
8
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Education

  • Western Washington University, B.A. Business & Finance

Interests

A few things that I love -

  • Traveling with my wife and picking a few new places to see each year
  • Cooking new recipes and trying different wine pairings
  • Playing lots of golf-I recently joined a tournament to play more courses around Washington
  • Coaching-leading our team to purpose every day and delivering on our mission to clients

Awards & recognition

  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2022
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019