Through my practice in University Place, I partner with a select number of families across the country to develop personalized financial strategies. Working closely with my clients' CPAs, attorneys and other professionals, I implement tax-efficient, comprehensive strategies. My planning philosophy emphasizes organization, accountability, objectivity, proactivity, education and partnership. At the center of all my work is helping my clients achieve what is most important to them and forging a lifelong partnership.

To best serve my clients, I am committed to ongoing professional development and education. I hold the CFP® certification as well as the ChFC®, AAMS® and ADPA® designations. In addition to holding a bachelor's and master's degree in biomedical engineering from Boston University, I also completed a Master in Business Administration from Touro University International.

I’m an active member of the community. Currently I serve on the ambassador board of the Emergency Food Network and am an Economic Development Commissioner for the City of University Place. I previously served on the board of the Tacoma Pierce County Chamber of Commerce and the Pierce County Veteran’s Advisory Council. I have also been a season sponsor of the Tacoma Musical Playhouse since 2015. As a steward of the financial planning profession, I am an active member of the Financial Planning Association and the Tacoma Estate Planning Council.

A native of Connecticut, I reside in University Place with my wife and three children. In my free time, I enjoy running, exercise, golf, reading, travel, the arts and home improvement projects.

Focus areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Estate & Legacy Strategies
  • Divorce Finances
  • Intergenerational Planning
  • Military Professionals & Veterans

My Personal Interests

  • Spending Time with Family
  • Traveling
  • Home Improvement
  • Art & Theater
  • Personal Fitness

Office Information

Office Hours

Office Hours
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 04:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 02:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

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