Growing up, my goal was to have a family and be an excellent husband and father. I learned that to accomplish this I would need to be able to provide for myself and others. This inspired me to be the first college graduate in my family. When I graduated from the same college my father attended, Cal State University Northridge, with a business degree, it was a defining moment for me. Today I am happily married to my wife, Annie, and a father of four children, two boys and two girls, ages 8 to 15.

My goal is to help my clients achieve their goals while providing excellent client service along the way. We strive to serve the serious, individual, long-term investor. My clients need to care about their financial future as much as I do, because we partner together as a team to reach their goals.

I enjoy giving back to my community by serving as president of the Renton Rotary club and serve on the board of the Renton Regional Community Foundation. I have a passion for children in need of foster or adoptive families and the needs of adoptive families. I also enjoy staying fit, coaching and getting outside as often as possible with my family.

Now that you know a little about me, give me a call so I can get to know you.

Focus areas

  • Estate & Legacy Strategies
  • Portfolio Reviews
  • Wealth Strategies

My Personal Interests

  • Spending Time with Family
  • Personal Fitness
  • Coaching Sports
  • Health & Nutrition
  • Social Responsibility

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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