The most important thing to know about my branch team is that we are passionate about client care. A major part of our success is a highly collaborative approach to finance, in which we partner with your tax and legal professionals to determine the most appropriate financial strategy for you.

We believe that our clients enjoy working with us because we have a proactive, process-driven approach to investing and provide a high level of personal service. Though we work with families and business owners approaching or already in retirement, regardless of what they’re working towards, our clients share a serious commitment to investing.

Our office in Kent, WA, has been serving clients since 2002. The cornerstone of our client care is our branch office administrator team of Karen and Kayla, who provide dedicated support to each family and business that we serve. They help our clients keep their information up to date, set regular meeting times, create easy access to funds, assist with online access and a host of other services that make our clients’ lives easier. In their free time, Karen stays busy with her kids, grandkids and church, while Kayla enjoys exploring the PNW with her friends, family and dog, Oakley.

Though many of our investors are from the Seattle area, we serve clients in 18 states because we firmly believe that shared values are more important than a shared location. One of our most important values is comprehensive financial care, which is why I am proud to hold both CFP® and ChFC® professional designations.

Outside of the office, my wife, Bethany, and I have been married for more than 30 years and have five children and nine grandchildren. We enjoy hiking, traveling, serving at our church and spending time with our family.

Focus areas

  • Estate & Legacy Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Intergenerational Planning
  • Retirement Savings Strategies
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Gardening
  • Hiking
  • Volunteering

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:00PM
Tue 08:30AM - 04:00PM
Wed 08:30AM - 04:00PM
Thu 08:30AM - 04:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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