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
10
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
  • Saving for Education
  • Investments
  • Retirement Income Strategies
  • Domestic Partner Planning
  • Executive Compensation and Benefit Strategies
  • Small Business
  • Wealth Preservation Strategies

Education

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

Awards & recognition

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

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

My photos

1 albums
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