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

Areas of focus

  • Retirement Planning Strategies
  • Investments
  • Tax Planning Strategies
35
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
  • CLTC® Certified Long Term Care®
  • Series 7, 63, and 65 securities licenses
  • Life, Health and Disability Insurance, WA, CA (License # 0F25197)

Education

  • B.S. Analytical Management, United States Naval Academy 1969 - 1973
  • M.B.A., Pepperdine University, The George L. Graziadio School of Business and Management 1979 - 1981

Interests

  • I enjoy tennis and have played competitively since high school.
  • I am a fan of most sports, especially FC Sounders.
  • I also enjoy golf, swimming, snorkeling, diving, travel, chess and bridge.
  • Spending quality time with family is very important to me.

Community participation

  • I have regularly supported the "Outdoors For All" Foundation
  • I believe in supporting favored educational institutions.
  • In addition, I support cancer research organizations.

Awards & recognition

  • Ameriprise Circle of Success, 2009 & 2013

Professional associations

  • Bellevue Chamber of Commerce

Previous experience

  • Vice President, Financial Advisor, H&R Block Financial Advisors, 2004-2009
  • Financial Advisor, National Securities Corporation, 1989-2004
  • Financial Advisor, The Stuart-James Company, Inc., 1988-1989
  • Strategic Planner, Crowley Maritime Corporation, 1981-1988