I have had the pleasure of working with clients for over 25 years, protecting and growing their life savings. My experience in risk management and comprehensive financial planning allows me to develop distinct financial solutions for businesses and individuals. It is critical for clients to understand both the benefits and risks associated with any investment. I believe in education, honesty, integrity, and full disclosure, regarding the management of my client’s assets. Regular personal communication is critical for our shared client-advisor vision of future success together.

I am an Everett native and my wife Danielle and I, are graduates of Everett High School, Class of ’91 and Washington State University, Class of ’96. GO COUGS! Our daughter, Annie, just graduated from college and is helping us in the practice. Our son, Reed, is currently in college. Our family enjoys spending time on Camano Island, crabbing, and enjoying sports on the water. When not on the water with my family or in the office, I can be found at my alma mater as an Everett High School assistant softball coach.