17 years in the construction industry and more than half a decade of small business ownership taught me a lot of tough lessons over the years. Through each lesson, I've built a catalog of knowledge and drive to be successful. Somewhere along the way, one of my employees out of the blue thanked me for teaching him "the why". I asked what he meant, and he explained that by teaching him why he's doing a particular task, it gave him the tools to solve the problem on his own next time he comes across it.

That lesson has really stuck with me and helped me forge a path that allows me to help others and show them the "Why?" when it comes to planning for the future. Whether you are a business owner responsible for the livelihood of your employees, the men or women in the field doing the heavy lifting, or the spouse at home teaching the kids, planning for future goals is incredibly important.

Regardless of your role or stage in life, I partner with you to help understand what goals are most important to you. We'll discover your "Why?" We'll then use our established process to create a blueprint to get you to those goals and then partner together for life to build toward your dreams.

My goal is to make retirement planning easy, whether you are an employer, family or individual. We can help make that process easier for you by finding solutions that are tailored to fit your individual needs.

My Personal Interests

  • Soccer
  • Spending Time with Family
  • Golfing
  • Sailing

Office Information

Office Address

6040 20th Street E Suite A Fife, WA 98424

Office Hours

Office Hours
Mon 07:30AM - 05:00PM
Tue 07:30AM - 05:00PM
Wed 07:30AM - 05:00PM
Thu 07:30AM - 05:00PM
Fri 07:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

Branch Team

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