Focus: Insurance Strategies, Investment Strategies, Business Owners, Retirement Strategies, Business Succession Planning, Estate Planning, Risk Management Strategies, College Funding Strategies, Student Loan Refinancing
My goal is to provide families and business owners with assistance 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.
My broad knowledge of financial products helps give my clients the confidence they need when working with a financial professional. I help you:
- Define your financial goals
- Develop a financial strategy to help achieve these goals
- Suggest suitable products and solutions based on your risk tolerance and time-frame
- Implement your strategy with products and services that help meet your needs.
Georgetown Prep (1974-1978)
Dickinson College (1978-1982)
Matt Talbot Center
Queen Anne Little League
Check the background of this investment professional on FINRA’s BrokerCheck
701 5th Ave Columbia Center, Suite 1100
Seattle, WA 98104