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.