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Here to act in your best interests

About me

I enjoy helping clients meet their financial goals using a sound investment strategy and dynamic financial plan that changes as their needs change over time. I love what I do because I can help provide my clients peace of mind and confirm whether they're on track to achieve their goals. In my spare time I enjoy spending time with my wife, our three sons and my grandson. 


Chartered Mutual Fund Counselor™


Bachelor of Arts, Psychology - Western Washington University

Visit one of our Locations

Seattle III - Bellevue

10900 NE 8th Street

Suite 1414

Bellevue, WA 98004

Seattle II - Federal Way

2505 S. 320th Street

Suite 220

Federal Way, WA 98003

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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