My passion is in creating, developing and nurturing relationships. Ideal clients are simply people who are open minded and goal oriented that want to work together with me to create financial goals, implement recommendations and meet regularly for reviews or strategy updates.

My purpose or "Why" is to help improve the lives of others, while maintaining a work/life balance to care for and support my family.

Some Areas of Focus:

- Retirement Planning - I have received my CRPC™ (Chartered Retirement Planning Counselor™) Designation
- 401(K) to IRA Rollovers
- Wealth Strategies
- Estate Considerations

I am very fortunate to have two Senior Branch Office Administrators on my team, Carolyn Fleming and Sharie Marquett. Our team understands that trust and respect are earned by setting proper expectations and delivering on those expectations. We are honored to serve our clients and know that we are all unique in many ways, especially when it comes to our hopes and dreams. Crafting and reaching a long-term goal takes much more than just understanding the financial side of the equation. Digging deeper to truly understand our clients and discover their "Why" and what's most important to them is crucial.

My wife, Nora, and I have been raising our daughter in the Gig Harbor community since she was almost 2 years old, and she now attends high school in the area. We have also raised three now adult children and also have a beautiful granddaughter.

I currently serve the Gig Harbor community thru the Gig Harbor Midday Rotary and Gig Harbor Chamber of Commerce.

Relationships start with a connection and conversation. Let's chat and see if we're a good fit for each other.

Focus areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Portfolio Reviews
  • Business Retirement Plans
  • College Savings

Office Information

Office Hours

Office Hours
Mon 08:00AM - 06:00PM
Tue 08:00AM - 06:00PM
Wed 08:00AM - 06:00PM
Thu 08:00AM - 06:00PM
Fri 08:00AM - 05:00PM
Sat By Appointment Only
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing
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