In the late 1800s, my great-grandfather designed and built lighthouses along the Pacific Northwest coast. "I build 'em stout to make 'em last" - CW Leick. Those lighthouses have stood the test of time for generations. I approach personal finance in the same way. Your personalized financial strategy that we build should be solid and stand the test of time.

I earned an MBA in international business from Monterey Institute of International Studies. In addition, I received the AAMS™ professional designation.

My family and I have lived in Bellevue since 2000. My wife, Carol, and I have three children. My daughter graduated from Washington State University and currently works at Boeing in the finance department. My son is pursuing a degree in electrical engineering at University of Washington. My younger daughter is a student in Bellevue School District.

Relationships are important. During these challenging times, our commitment to building and maintaining strong relationships is unwavering. By using an established process, we build personalized strategies to help you reach your goals.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies

Office Information

Office Hours

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

Additional Hours

  • Web Conferencing

Connect on Social

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More