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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
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.