Helping others is one of my core values. During my childhood in Wisconsin, this included visiting with residents of adult care homes, raising money for charities and assisting neighbors by mowing lawns and shoveling driveways. After I moved to Washington as an adult, my activities were extensions of my role as a math professor at Highline College. For 20 years, I helped thousands of people at the local, state and national levels overcome their fears and achieve more than they thought was possible.

As a financial advisor, I now help people like you accomplish long-term goals. Most of my clients are families or business owners who seek to build, protect or transfer wealth. Whether this describes you or not, our starting point is a conversation about your goals, values and current situation. That conversation allows me to create a strategy tailored to you. I then partner with you and other professionals (CPAs, attorneys, tax advisors, etc.) to help you stay on track throughout your life. This process highlights one of the most satisfying aspects of my work at Edward Jones: I get to know each of my clients as people, not as a collection of information in a database.

Outside the office, I enjoy time with Angi, my partner of more than 15 years. We frequently take road trips along the Washington and Oregon coasts, stopping when we find a local brewery, art gallery or good place to kayak. At home, we play videogames, watch creative competition shows like Top Chef and root for the Seahawks and Cougs.

Focus areas

  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Socially Conscious Investing
  • LGBT Finances
  • Intergenerational Planning

My Personal Interests

  • Art Collecting
  • Board Games
  • Cooking
  • Football
  • Social Responsibility

Office Information

Office Address

32008 32nd Ave S Suite A Federal Way, WA 98001

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 06:30PM
Wed 08:30AM - 06:30PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 03:00PM
Sat By Appointment Only
Sun Closed

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