The ability to impact lives has always been my goal. I strive to serve clients in an unbiased fashion with the support of a strong team of home office professionals. I focus on helping a select group of entrepreneurs and families develop and implement comprehensive financial strategies.

I spent 26 years in the military and retired as a Major from the United States Air Force. During that time, I received my undergraduate degree from Concordia University in Seward, NE, an MBA in project management from Jones International University and an MBA in supply chain leadership from Indiana University Kelley School of Business/North Carolina Chapel Hill, NC. I hold my life, accident and health insurance agent license, FINRA 7 and 66 registrations.

Outside of the office, I am currently involved with the Non-Commissioned Officer Academy Graduate Association (NCOAGA) as their newsletter editor, and I am on the board of directors for the Mukilteo Schools Foundation.

I have two lovely children and two grandchildren that keep me busy. My hobbies and interests include fishing, motorcycle riding and enjoying the outdoors.

I am drawn to and passionate about charitable organizations, such as music therapy, child development and veteran service organizations.

Contact me at [email protected] and/or (425) 355-3054

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Connect with me on LinkedIn at

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Divorce Finances
  • Military Professionals & Veterans
  • Insurance & Annuities
  • Wealth Strategies

My Personal Interests

  • Traveling
  • Wine Collecting/Enthusiast
  • Volunteering
  • Golfing
  • Hockey

Office Information

Office Address

712 3rd Street Suite A Mukilteo, WA 98275

Office Hours

Office Hours
Weekday Availability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 07:00PM
Fri 08:00AM - 04:30PM
Sat By Appointment Only
Sun Closed

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