Everyone has a story. Where you are now, where you've been and where you want to be. This holds true in life and with your finances. By evaluating your financial health of today, together we can take the pulse of all your resources. By looking back, we can learn what steps you took to get to the place where you are today. And by looking ahead we can map the route together, planning for the financial future that you want and can achieve. Does your story include getting ready for retirement, a small business, education funding, estate considerations, or are you just starting out?

Born and raised in the Puget Sound area, I cannot imagine raising my family anywhere else. My wife, Meredith, and I live in Gig Harbor with our two young children and enjoy giving back to our community. After 12 years in the Fire Service, I learned that every person deserves to be treated with compassion. That's why I serve on the board of directors of Permission to Start Dreaming, a local non-profit organization focused on assisting and engaging veterans, first responders and their families impacted by post-traumatic stress disorder and traumatic brain injuries. I am also a member of our local Kiwanis Chapter, working towards solutions for underprivileged children, one child at a time. The rewards of giving back to my community are endless, seeing the connections made and families strengthened.

Being a part of my community gives me time to listen to the stories of those around me; each tale a unique building block to the greater whole. Taking the time to listen to the unique needs of my clients allows me the chance to partner with each of them for a lifetime of trust and success. As your story unfolds, so will your financial needs. I'm here to listen and learn your needs and to help you plan for the future you want and can achieve.

What's your story?

Focus areas

  • Portfolio Reviews
  • Wealth Strategies
  • Retirement Income Strategies
  • Retirement Savings Strategies
  • Estate & Legacy Strategies

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 - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Weekends
  • Web Conferencing

Branch Team

Email Me

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