Father, husband, brother, son, uncle, coach and friend. These are some of the positions I hold that I love and continue to grow in. Father of eight, brother to eight, son to four, uncle to more than 20, coach to more than 50 and friend to a few. Locally grown from Foss to WSU and back. Raising my family in the city I grew up in, Tacoma, will always be home and vacations will always be expensive. My parents showed me a great example of professional work ethic and personal humility. I continue that example of servant leadership at my church, Omega Psi Phi Fraternity Inc. and coaching.

I became a financial advisor to be a trusted resource for families and businesses that wish to leave a legacy of financial prosperity for generations to come. That desire came during my years in banking. It felt great helping people start and grow their dreams. In banking, I was helping business owners; as a financial advisor, I can also help individual investors reach their goals and create a legacy.

Branch office administrator Angela and I look for clients who want to reach their goals through a simplified approach to investing, will value my advice and love their families. As we develop a relationship, we will partner together throughout our lives, using an established process where we will assist you with growing, managing, protecting and transferring your wealth. My background in credit, management and business lending gives me a unique perspective to your complete financial picture.

One evening, I was having a general conversation with someone when we started to talk about our professions. We agreed that I am not your average financial advisor. I take pride in being an example for others in that we can set our own financial course, prosper no matter what our background and leave a lasting legacy for our children.

We can do things with money in three major categories: Save, Spend and Give. Let's do all three intentionally while always striving to lift as we climb.

Focus areas

  • Intergenerational Planning
  • Military Professionals & Veterans
  • Retirement Income Strategies
  • Entrepreneurs & Business Owners
  • Wealth Strategies
  • Insurance & Annuities

My Personal Interests

  • Community Outreach
  • Coaching Sports
  • Golfing
  • Motorcycles
  • Volunteering

Office Information

Office Hours

Office Hours
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

Email Me

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