Insurance Strategies, Investment Strategies (Reg. Reps Only), Business Owners, Business Succession Planning, College Funding Strategies, Risk Management Strategies, Retirement Income Planning, Estate Planning
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:
I have been working with clients and their personal finances since 2013. My goal is to assist families and business owners 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 of moving 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.
MM202503-300856
Check the background of this investment professional on FINRA's BrokerCheck
Western Washington University 2003-2008