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Here to act in your best interests

About me

I’ve spent my entire career in the financial services industry, first as a stockbroker and then as the owner of my own RIA firm built through my authored book "The Coffeehouse Investor - How to Build Wealth, Ignore Wall Street and Get on With Your Life." When I would teach investing classes, as well as pasta-making classes, I discovered that there’s a great cross-over of students who want to learn about both ROTHs and raviolis!


Bachelor of Arts, Agriculture Economics - Texas A&M University

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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