Imagine a backyard where a swimming pool filled with the bluest water serves as an oasis under the desert sun. There's not a cloud in the sky, and the only thing on your schedule today is to get to the golf course that is just a stone's throw from where you're standing. That's my perfect retirement. What does yours look like? It could be a bungalow on an exotic, white sandy beach. It could be a cozy cabin in the mountains surrounded by trees. It could be a house near your grandkids where laughter and memories are made. No matter what your goals may be, my passion is to help you achieve your ideal retirement.

You work hard for your money, so why not let us help your money work hard for you? When market anomalies happen, we will be there to help secure your foundation. Whatever your financial goals are, no matter how big or small, we can help you achieve it. We tailor each investment, each goal and each meeting to you and only you. I am able to provide such customized service with the help of my senior branch office administrator. She is instrumental in running our branch, and makes sure each client has a world-class experience.

Outside of the office, my family is my main focus. My wife, Jackie, and I have been married since 1986. We have two children, Nicole and Michael, and we welcomed our first grandchild, Halle Rose, in August 2019 and then welcomed our second grandchild, Rhodes Lee, in July 2020. I enjoy golfing and traveling, and I volunteer for Puyallup Rotary, having been past president of the organization from 2010 to 2012. I sponsor the Puyallup Arts Downtown and volunteer with the arts selection committee. We have purchased over 50 pieces of art for the city of Puyallup! I also am a board member of the Washington State Fair Foundation, where I help raise scholarship money for Washington State students and adult learners.

Focus areas

  • Business Retirement Plans
  • College Savings
  • Portfolio Reviews
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Wealth Strategies

Office Information

Office Address

333 S Meridian Suite 107 Puyallup, WA 98371

Office Hours

Office Hours
Weekday Availability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 01:00PM
Sat Closed
Sun Closed

Branch Team

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