As a financial advisor, I take my time to fully understand my clients' goals and aspirations, tailor strategies to help them meet their goals and partner with them over time to help keep them on track. I work diligently to help relieve two major stressors investors encounter in times of uncertainty: confusion and fear. My approach to doing business is to help keep things simple and be transparent.

My career in the industry began in 2004 as a licensed banker with an international bank. With a strong desire to work with clients on a deeper level in achieving their goals and dreams, I became a financial advisor in 2005. I spent the next seven years working closely with clients at a bank-owned brokerage firm until I made the decision to become independent in 2012. It was that company and that independence that not only brought me to the Seattle area, but eventually led me to Edward Jones in 2019.

On a personal note, I was born in San Francisco, raised in Milwaukee, WI, and lived in the SF Bay Area until 2017 when my family moved to the Pacific Northwest. While attending Humboldt State University in Northern California, I met my now wife, Gigi, and together we live in North Bend with our children Marley and Dylan, as well as Beau (German Shephard/AmStaff mix) and Dexter (Orange Tabby).

In my free time, I am very involved with my kids' activities, coaching their teams or volunteering in their classrooms. Something unique about me is that I am a bit of an endurance junkie and am a three-time Ironman finisher (Cozumel 2016, Santa Rosa 2017, Canada 2018) as well as countless other half Ironman, marathons, half marathons and additional distance events.

Focus areas

  • Socially Conscious Investing
  • LGBT Finances
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Portfolio Reviews
  • Retirement Income Strategies

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Triathlons
  • Personal Fitness
  • Health & Nutrition

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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