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 in 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 to move 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.

 

Education

Western Washington University 2003-2008