picture of a planner

Here to act in your best interests

About me

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.




Master of Business Administration, Business - University of North Carolina Greensboro

Visit one of our Locations

Seattle IV - Bothell

22232 17th Avenue SE

Suite 210

Bothell, WA 98021

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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