I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you. I will help you:

Define your personal financial goals
Develop a financial strategy that can help you achieve these goals
Suggest suitable products and solutions based on your own tolerance for risk and your time-frame
Implement your strategy with products and services that help meet your needs.

I have been working with clients and their personal finances since 2013. My goal is to assist families and business owners building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.

I'm a Seattle area native with no plans of moving out of the area. My wife Nicole and I reside in Woodinville where we are raising our two wonderful children. We enjoy traveling, trying new restaurants and hosting dinner parties.