I built my first stock portfolio when I was 8 years old. I eagerly awaited the newspaper each morning to track my imaginary investments and watch them grow. My affinity for investing only grew stronger as the years tracked on. In college, I majored in business administration with a finance concentration and boarded a plane two days after graduation to start my career with Edward Jones. After 18 years as a financial advisor, I still feel the excitement of that 8-year-old child while I wait for the market to open. When I embarked on this journey, I never anticipated the joy that watching a client retire comfortably, send a child to college without financial stress or take that dream trip around the world would bring.

My passion for helping my clients with wealth building, intergenerational investing, wealth transfer and socially responsible investing has only grown. I obtained my CFP® certification in 2013 and enjoy acting as the quarterback for your financial team. I work closely with all members of your team including, but not limited to, CPAs and attorneys, to make sure we build personalized strategies to help you achieve your goals.

A native Texan, I moved to Seattle in 2010 with my wife of 17 years. We’ve grown our little family with the additions of my sons, Oliver and Aiden, and daughter, Ella. When I’m not serving clients, I can usually be found reading a good sci-fi/fantasy book, playing superheroes with Oliver and Ella or strolling Aiden around the neighborhood.

If you are just looking for someone to invest your money, I’m probably not the best fit for you. If you are looking for a dedicated team to partner together throughout your life to help keep you on track, please give me a call.