As a financial advisor with a construction background, I understand the unique challenges that contractors face and provide tailored solutions to those challenges.

I received a degree in construction engineering technology from Montana State University. I then worked as a project engineer for two different general contractors, both of which focused on commercial construction. This background has helped me understand what matters most to contractors.

Although I am based in Puyallup I serve clients in communities all over the state. If you are interested in a complimentary consultation or a simple introduction call, please reach out.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Portfolio Reviews
  • Wealth Strategies
  • Charitable Giving
  • Retirement Savings Strategies

My Personal Interests

  • Hunting
  • Skiing
  • Hiking
  • Cycling
  • Tennis

Office Information

Office Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:00PM
Tue 08:00AM - 04:00PM
Wed 08:00AM - 07:00PM
Thu 08:00AM - 04:00PM
Fri 08:00AM - 01:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
Email Me

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