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
28
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
  • Estate Planning Strategies
  • Charitable Giving
  • Saving for Education

Education

  • M.B.A., 1999, Financial Management, City University, Tacoma, WA
  • B.A., 1993, Business, Washington State University, Pullman, WA

Previous experience

  • Owner - Interstate Finance, 1995 - 1998

Interests

Spend 1 week a year in Sun Valley, ID skiing with wife (Angela) and our four boys (Anthony, Nicholas, Matthew and Andrew).

Enjoy camping, fishing and hiking.