Here to act in your best interests
I have 40 years of experience in the financial services industry. My motivation as a financial planner is to assist my clients in prioritizing and planning around their finances in order to help them achieve their retirement and other financial goals. Outside of work, I enjoy fishing and golfing.
CERTIFIED FINANCIAL PLANNER™
Master of Business Administration, University of North Carolina Greensboro
Visit one of our Locations
Seattle IV - Bothell
22232 17th Avenue SE
Bothell, WA 98021