picture of a planner

Here to act in your best interests

About me

The main reason I became a financial planner is I enjoy making a meaningful impact in the lives of my clients and helping them achieve their financial dreams. Away from work, I’m all about spending time with my wife and four kids. I love to spend my weekends golfing, hiking, and serving in the youth ministry at my church.


Chartered Retirement Planning Counselor™



Bachelor of Science, University of Phoenix

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

Phoenix - Virtual Advisors

4742 N. 24th Street

Suite 400

Phoenix, AZ 85016

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.

The latest insights from our experts