For over 30 years, I've helped financial advisors throughout the Pacific Northwest enhance their portfolios, build their businesses, and create meaningful and lasting retirement income streams for their clients. I now take my experience and knowledge of capital markets, investment options, and retirement strategies to help individual investors and businesses directly.
I am a CFP® professional, a CIMA® (Certified Investment Management Analyst) and a CPWA® (Certified Private Wealth Advisor) designee, specializing in investment management consulting and wealth advising. All three designations demonstrate my knowledge and understanding of retirement planning accumulation and distribution concepts, estate and tax planning, insurance needs, employee benefits, and investment management, all of which help me provide counseling which aims to help my clients achieve their financial goals.
I live in Washington with my beautiful wife, very fluffy dog, and two wacky cats. I enjoy the wonders of the Pacific Northwest, playing golf poorly, hiking, biking, "running" occasionally, and spending time with my ever growing family.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization’s initial and ongoing certification requirements to use the certification marks.