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Here to act in your best interests
Since 1987, I have helped individuals achieve their investment goals through my experience planning to help grow and preserve wealth, manage taxes and risks, and planning for future beneficiaries. I am married with three stepchildren and seven grandchildren. I enjoy all sports, especially football and baseball. I was an assistant high school wrestling coach in the Seattle and Portland areas for over 10 years.
Attended, Eastern Washington University
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Seattle II - Federal Way
2505 S. 320th Street
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 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 insight as well as our client service associates who can provide you with additional resources and support.