With 23 years in the financial services industry, my experience and extensive background helping certificated and classified school employees has helped build a lot of fantastic relationships. The relentless passion to guide you to a clear understanding of the challenges you face is what truly drives my work. The philosophy that is put into place is nothing more than “keep it simple and honestly care about people.” Experience speaks for itself, and I believe my life work has demonstrated that trust and reliability can be achieved once given the opportunity to work with you.

Hometown:

• Born in Tacoma and grew up in University Place, WA

University:

• Washington State University, BA 1991 Communication/Business

Past Lives:

• Registered Representative in the Financial Services industry since 2001
• Appointed through the NEA as a Retirement Specialist for 15 years
• Stock Market Institute of Learning – Seminar speaker and instructor
• Ostlund’s Shoes and Men’s Room – Learning the ropes

My Favorite Things:

• Making memories with my treasured wife and best friend Stacy and awesome children Nick, Emily, and Leah
• Boating the South Puget Sound waters
• A cold clear winter day on my skis shredding Crystal Mountain
• Our daily 3-mile walk
• Hunting vintage Hi-Fi stereo gear
• ANY car show
• Mid-century modern architecture and furniture

Giving Back:

• American Heart Association
• Washington Youth Academy (mentor)
• Helping Educators Retire

Signature Quote:

• “It is the mark of an educated mind to be able to entertain a thought without accepting it” - Aristotle