Advisor profile

Personalized advice to help you achieve your goals

Your financial goals are unique, and I can help you achieve them. Together, we’ll document your goals, track your progress and adjust to whatever life brings — both the expected and the unexpected. With regular reviews of your goals, anytime access to your investments and digital tools to help you stay on track, we can help you feel more confident, connected and always in control of your financial life.

How to get started
20
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Areas of focus

  • Retirement Planning Strategies
  • Retirement Income Strategies
  • Small Business
  • Executive Compensation and Benefit Strategies
  • Estate Planning Strategies

Education

  • Bachelor of Arts, Business Education, Seattle University, Seattle Washington

Interests

My focus outside of work is directed mainly towards my wife, children, family, and friends. My main activities are building (boats and log homes). My other activites are chess and Scrabble. I have a goal over the coming years to more fully experience Alaska which I work on when ever time allows.