Business Owners, Business Succession Planning, College Funding Strategies, Investment Strategies (Reg. Reps Only), Insurance Strategies, Risk Management Strategies, Retirement Income Planning, Financial Planning ® , Estate Planning, Financial Education
English
I am prepared to assist clients with their financial plans and help them meet their long-term financial goals. I work closely with my clients and can also work with you.
I will help you:
- Define your personal financial goals
- Develop a financial strategy that can help you achieve these goals
- Suggest suitable products and solutions based on your own tolerance for risk and your time-frame.
- Implement your strategy with products and services that help meet your needs.
I have been working with clients and their personal finances since 2013. My goal is to assist families and business owners in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client.
I'm a Seattle-area native with no plans to move out of the area. My wife Nicole and I reside in Woodinville, where we are raising our two wonderful children. We enjoy traveling, trying new restaurants, and hosting dinner parties.
CRN202808-9231229
Check the background of this investment professional on FINRA's BrokerCheck
Western Washington University 2003-2008