Getting Started
We all start somewhere. Getting where we want to go requires incredible focus, energy, sacrifice and the right partners. My hope is that I can join your team and partner with you to help achieve your goals. It starts with a phone call.

How We Work Together
Our first discussion will focus on understanding what's important to you. We then use an established process to build personalized strategies and partner with you throughout your life to help keep your goals on track.

Experience and Background
With over 30 years of business experience, I know what it’s like to pour your heart and soul into your work. I've worked with Fortune 100 companies, franchises and dozens of startups.

I spent my early years at Boeing, Aldus, Adobe and Microsoft. My interests in the arts led me to New York City, where I led several technology and operations teams through startup and pre-IPO phases.

Following the dot-com crash of 2000 and in the aftermath of 9/11, I built and led the technology and team for what is now in NYC. PartStore grew to $70 million in revenue before being acquired by Best Buy. I also built the databases for Harrods of London and (now WebMD).

As a previous CEO, I’ve turned around organizations in multiple fields. I ran an angel investment network and worked with hundreds of business models, startups and accredited, individual investors.

I believe every family needs a financial advisor. Markets, investments and planning are very complex and require constant oversight and education.

I enjoy working with new investors as well as seasoned ones. It's never too early or too late to start working together. Trust is earned. My goal is to continually earn your trust.

I focus on targeting your specific needs, including stocks, ETFs and mutual funds.

Outside of Work
I serve as president of Kiwanis, on CenterStage Theatre's board and the city's Arts Commission.

I enjoy competing in athletics, especially the Peloton bike and rowing.

I grew up playing football and was a member of Pacific Lutheran University's 1987 national championship team.

I share my life with my wife of 21 years. We're raising three teenage daughters and have three dogs, three cats and two rabbits!

Time is a resource we can never get back. If you're wondering if you're maximizing your time and investments, I'd be happy to talk with you.

Focus areas

  • Wealth Strategies
  • Retirement Savings Strategies
  • Retirement Income Strategies
  • New Investors
  • Charitable Giving
  • Portfolio Reviews

My Personal Interests

  • Personal Fitness
  • Technology
  • Sports Enthusiast
  • Football
  • Taekwondo

Office Information

Office Hours

Office Hours
Mon 08:30AM - 08:00PM
Tue 08:30AM - 08:00PM
Wed 08:30AM - 06:00PM
Thu 08:30AM - 08:00PM
Fri 09:00AM - 08:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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