Be Prepared! That's the motto for the Boy Scouts of America but it's also great advice for your financial life. As a Scout leader and a financial advisor, I help my clients prepare for life's big moments, including retirement, selling a business, saving for the future, protecting what matters most and leaving a legacy to generations to come.

No matter your stage in life, my goal is to help you meet your short-term needs as well as your long-term goals. Through strong active listening and analytical skills, I am able to customize services to suit the needs of my clients.

I grew up in Denver Colorado, which you'll notice when you stop by the office. As an avid Denver Broncos fan, I've got lots of Broncos memorabilia. I earned an accounting degree from John Brown University and moved to Vancouver in 2000. The Northwest may not have Russel Wilson anymore (the Denver Broncos do) but it's still a special place for us. My wife and I have a busy family and the kids and our hobbies keep us engaged in photography, volleyball, scouts and gardening outside the office... And we are about to be first-time grandparents.

Give my office a call, I'd be honored to help you.

Focus areas

  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Retirement Savings Strategies
  • Wealth Strategies
  • Insurance & Annuities
  • Estate & Legacy Strategies

My Personal Interests

  • Spending Time with Family
  • Camping
  • Racquetball
  • Golfing
  • Cycling

Office Information

Office Hours

Office Hours
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 01:00PM
Sat By Appointment Only
Sun By Appointment Only

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Branch Team

Email Me

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