picture of a planner

Here to act in your best interests

About me

I have a passion for building long-term relationships and helping clients achieve their goals. My career in banking, with a focus on high-net worth and private banking clients, allows me to address many dimensions of financial planning with my clients. Another passion of mine is visiting national parks. In fact, my wife Amanda and I visit a new national park every year for our wedding anniversary and take a photo at the entrance sign commemorating the event.




Master of Science, Personal Financial Planning - Kansas State University

Bachelor of Arts - California State University, Fullerton

Visit one of our Locations

Seattle V - Kirkland

11400 98th Avenue NE

Suite 301

Kirkland, WA 98033

Working with Us

The further you go in your financial life, the more complex it becomes. That’s why you need a partner who can help you plot a course. Whether you’re accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.


Certain services provided on an educational and guidance basis only.

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