Born and raised in Kent, I attended Eastern Washington University in Spokane and then returned to the Puget Sound area to start my career and raise my family. My wife, Danielle, and I have been married for over 25 years and have two children, Caleb and Vanessa. As a family, we enjoy visiting National Parks, hiking local trails and being on the water. My favorite activities are slalom skiing, ultimate frisbee and pickleball.

I am an active member of my community serving on the Kent Chamber of Commerce Government Affairs, the YMCA and the Estate Planning Council of South King County.

Much has changed since I began serving clients in 2010, but my passion for personalized service targeting your specific goals has not. My service team consists of myself and Tracy Smith. Together, we follow a consistent process addressing the most important aspects of your financial life. To expand the breadth of services offered, I obtained the CFP® professional designation in 2016.

We primarily work with a small group of successful families and business owners with complex financial needs.

We are currently open to working with new individuals who would appreciate our process.

Focus areas

  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Intergenerational Planning
  • Retirement Income Strategies
  • Wealth Strategies
  • Retirement Savings Strategies

My Personal Interests

  • Spending Time with Family
  • Golfing
  • Traveling
  • Volunteering
  • Reading

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 01:00PM
Sat Closed
Sun Closed

Additional Hours

  • Web Conferencing

Branch Team

Email Me

More to explore

Find your financial starting point

Planning your financial future? Our Starting Point tool can help you take the first steps.

Learn More

What are your priorities?

Need help determining what your financial priorities are? The "My Priorities" quiz can help. It's an important step in building a comprehensive financial strategy.

Take the My Priorities quiz

Weekly market wrap

A summary of last week's market highlights and economic news.

Learn More