I started my career at First Tech Federal Credit Union in 2007, and joined the Addison Avenue team in 2016. Working with our members in various capacities has allowed me to get to know their families and help them meet their financial goals throughout many stages of life. Providing education that really helps members improve their lives is the best part of my job. When someone thanks me, it truly makes my day.
I am dedicated to listening to our clients, and learning about their financial goals, needs, hopes, and concerns. Our team can then build a plan to help meet their unique financial objectives whether it be retirement, college or general financial security. I am committed to answering our clients’ questions and helping them understand the different facets of investing and how it may help them. Together, we work to maintain and adjust plans for their changing needs, and give them the confidence to make choices that will work best for them.
Outside the office, I’m a ridiculously avid reader, love to cook, and enjoy working in my garden and yard. Being part of a large family, made even larger as foster parents for our ‘permanent’ and ‘short-stay’ kids, I am thrilled to be the best uncle and grandfather I can be. I am always happy to host parties and family gatherings to celebrate good times and make memories.
Supporting my local community as I am able has always been a part of my life. For over 30 years, I have worked to help local food banks and community outreach programs support the homeless and food insecure with fundraising, gleaning, and assisting with deliveries and pickups.
Qualifications: holds series 7, 63 and 66 securities licenses