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. This is how I approach personal finance. 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. The College for Financial Planning awards the AAMS® designation to individuals who successfully complete a 12-module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education.

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.

I feel 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
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 05:00PM
Sat By Appointment Only
Sun Closed

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