Advisor profile


What you can expect when you work with me

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.

Get started
27
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Tax Planning Strategies
  • Charitable Giving
  • Estate Planning Strategies
  • Wealth Preservation Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Retirement Income Strategies
  • Retirement Plan Distribution
  • Investments
  • Domestic Partner Planning
  • Saving for Education

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™
  • CLU® Chartered Life Underwriter®
  • ChFC® Chartered Financial Consultant®
  • AAMS™ Accredited Asset Management Specialist™

Education

  • Bachelor of Arts, Honors Economics, 1998, University of Washington, Seattle, WA

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2018-2019, 2021-2024
  • Heritage Wealth Advisors, Forbes Top Wealth Management Teams: Private Wealth, 2023-2024
  • Heritage Wealth Advisors, Barron’s Top 250 Private Wealth Management Teams, 2024
  • Heritage Wealth Advisors, Barron’s Top 100 Private Wealth Management Teams, 2021-2023
  • Barron’s Top 100 Financial Advisors, 2024
  • Barron’s Top 100 Independent Financial Advisors, 2015-2022, 2024
  • AdvisorHub Advisors to Watch (over $1Bil), 2022, 2024
  • Washington's Most Equitable Workplaces, #1 in 2020
  • Washington's Most Equitable Workplaces, #2 in 2019
  • Financial Times 400 Top Financial Advisers, 2016-2017, 2019-2020
  • Forbes Top 250 Wealth Advisors, 2016-2024
  • Ameriprise Chairman's Advisory Council, 2006-2019
  • Barron’s Top 1,200 Financial Advisors, 2014-2019, 2021-2024
  • Barron’s Top 1,000 Financial Advisors, 2011-2013

Honored to be recognized in Barron’s

I’m thrilled to share that I’ve been included on the 2024 Barron’s Top 100 Financial Advisors list. This list includes top advisors from across the industry who provide comprehensive financial advice to help clients with their unique goals. Thank you to my clients for trusting me with your financial futures. And thank you to my team for the outstanding service you provide to all of our clients.

Community participation

I have a few passions when it comes to the community:

  • Helping underprivileged youth in the local area: I go into local schools to teach kids about money and help them prepare for college and beyond by connecting them with successful mentors in the Seattle and Bellevue business community.
  • Providing mentorship: I was in the Big Brothers program when I was a kid, and 12 years ago became a Big brother to Blake, who is now a smart, funny, and caring adult.
  • Helping kids learn the Wealth Mindset: money isn't taught in schools, which is largely why 80% of Millenials can't pass a basic financial literacy test. I go into classrooms to change this.

Interests

A few things I love:

  • My 3 kids: Finn, Dane, and Anika
  • Travelling with my kids: my oldest has 24 passport stamps. Our favorites include Dubai, Costa Rica, Canary Islands, and Cambodia
  • Growing: as a parent, a leader of our amazing Team, and advisor to our amazing clients
  • Exercise: I am slightly addicted, having only missed 7 days in 2019

A few things I want to do more of:

  • I have my Pilots License and want to fly more
  • Spend more time with my Little brother- Blake- from the Seattle Big Brothers Big Sisters program
  • Backpacking, rock climbing, camping, and long hikes with my kids

Private Wealth Advisors

Ameriprise Private Wealth Advisors have extensive experience in helping affluent clients preserve and grow their wealth. They possess the capabilities and resources to provide customized recommendations and support for tax, estate, and retirement planning. They help clients step back and explore the full range of opportunities their wealth can bring. With years of experience and an established network of expert resources, Private Wealth Advisors are among the most qualified and credentialed advisors in the industry. Ameriprise Financial gives this elite group the highest priority and quality of service and resources available to help ensure their clients receive the best possible client experience.