Experience and Background
My passion is to help individuals and families not only achieve their dreams and goals, but to impact the people, communities and organizations they care about. As a young man trying to find my way, invaluable mentors at key moments of my life greatly influenced my journey. They left a deep impression that shifted my focus from pursuing success to pursuing significance. The significance I am referring to is to have a purposeful meaningful impact on the lives of others.

My commitment to serve those who are seeking our help begins with a strong foundation of knowledge and education. I earned a bachelor's degree at the University of Washington. I attended Seattle University where I earned my master's degree in business administration (MBA). I have earned the CFP® professional certification from the Certified Financial Planner Board of Standards Inc. after receiving an Executive Certificate of Financial Planning from Seattle University.

How We Work Together
Our first visit with you will focus on understanding what is important to you. We use an established process to build your personalized strategies and are committed to partner with you throughout your life to keep you on track. By focusing on what is important to you, our goal is that you feel understood, in control, informed and secure.

My dedicated branch office administrators, Lisa Boulanger, Teresa Torgison and Lindsy Ronish, are committed to serving you with the highest level of service.

I was born in Renton, WA and enjoy spending time with my wife, Suzy, and our children, along with boating and traveling. My focus areas are preparing for retirement and living in retirement.

Thank you for taking the time to learn about us. We hope to meet you soon.



Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Insurance & Annuities

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Branch Team

Email Me

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