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
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

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