I have been a financial advisor serving the Magnolia community since 2014. It's my job to understand what's most important to my clients and through an established process, build a personalized financial strategy.

I enjoy working one-on-one with new investors, families and individuals looking to establish a consistent income stream in retirement. I take pride in educating clients and helping to design a roadmap on how to get from point A to point B with a financial strategy. I have seen firsthand the impact planning has had for my family and I want to make sure others have that opportunity.

Outside of work, I grew up in Washington state and have lived around the Pacific Northwest before settling down in Seattle in 2011. My wife, Anali, and I have been married for seven years and we have two children, Vera and Enzo. As a family we like to visit parks, watch for boats and trains, and ride bikes on the many different trails in the area.

Focus areas

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

My Personal Interests

  • Home Improvement
  • Golfing
  • Reading
  • Cooking
  • Landscape Design

Office Information

Office Hours

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

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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