I am a Seattle native, born and raised! Education has always been important to me. My first time leaving Seattle brought me to Bellingham to attend Western Washington University. From the moment I arrived I knew that a business concentration was my calling and specifically a degree in finance. Attending WWU had a huge impact on my life in many ways - the biggest of all in meeting my wife to be.

I married my best friend, Kelli, in 2010. Her career as a teacher was taking off as was mine in finance. Since then we have welcomed two amazing boys: Isaiah in 2011 and Isaac in 2015. They are full of personality and energy, which I will never take for granted. In 2017 at 17 months old, Isaac was diagnosed with stage 4 high-risk Neuroblastoma. He had 50/50 odds. Thankfully, God has other plans for Isaac and 15 months later he has won his battle, and has been cancer free since the summer of 2017! We are excited to see both kids grow into the men that they are meant to be. Until then our days are filled with their activities, sports and friends. We love keeping them busy with all the blessings of life around us. For fun we cook, play tennis and spend time with family, explore parks and watch the Seahawks.

Life puts everything into perspective. Being thankful and present does too. I have been given so much and thus want to be a resource for those who give of themselves daily. I am here to help simplify my clients' financial lives. I want to create personalized strategies and collaborate with my clients throughout their lives. I especially enjoy the human aspect of this business - making money personal and giving your plan a purpose.

Our Values: Partnership, Trust, Transparency, Community, Dedication, Client Focused, and Gratitude

I enjoy working with busy professionals, business owners and families who value advice and prefer to leverage expertise in the pursuit of life's priorities.


Focus areas

  • Business Retirement Plans
  • Employee Stock Options
  • Estate & Legacy Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Socially Conscious Investing

My Personal Interests

  • Chess
  • Cooking
  • Personal Fitness
  • Real Estate
  • Tennis

Office Information

Office Address

3300 W Mcgraw St Suite 230 Seattle, WA 98199

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 07:00AM - 03:00PM
Sat By Appointment Only
Sun By Appointment Only

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