Trust is a word I never take lightly. I learned its meaning beyond the intrinsic sense while flying helicopters in the Marine Corps. Working in teams and relying on each other for real-time and accurate information to make life-saving decisions imbedded in my core the real meaning of trust.

Working with a financial advisor is really no different. Trusting the advice that I give is an earned privilege that my clients have given me. We work as a team after getting to know you and what is important to you. Using this established process to build personalized strategies only works once we have a solid relationship.

I believe that having solid relationships in the community is also important. I gladly participate with several chartable organizations like MultiCare Foundation, Wear Blue and other veteran programs. Giving back to the community is important to me, my family and my team. When I am not working for my clients or helping with the charities and family activities, you might find me hovering at an airport. Flying airplanes and helicopters is a passion of mine; in fact, all things aviation still fascinate me.

I am equally fascinated by all things about investing. I love helping people invest for their future. I know we can help you achieve your financial goals – whether saving for retirement, kids' college or other financial need.

My teammate, Dawn, is a senior branch office administrator and valued team member. She and I look forward to meeting with you and working with you and your family or business.

Please call to schedule an appointment. I look forward to meeting you.

My Personal Interests

  • Aviation
  • Hockey
  • Personal Fitness

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

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