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Here to act in your best interests
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, Western Washington University
Visit one of our Locations
Seattle II - Federal Way
2505 S. 320th Street
Federal Way, WA 98003
Seattle III - Bellevue
500 108th Avenue NE
Bellevue, WA 98004
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.