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Here to act in your best interests

About me

I love to show my clients how to simplify their finances, and develop long-term strategies to help them better protect, grow, and enjoy their wealth. When I’m not working with IRAs and financial plans, you’ll find me enjoying the many backcountry mountains, rivers, streams and lakes in the western part of the United States with my wife, Victoria and our dog, Chester.

Education

Bachelor of Business Administration, Marketing - University of Miami

Visit one of our Locations

Seattle I - Lynnwood

20700 44th Ave W.

Suite 240

Lynnwood, WA 98036

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