Principal | Financial Advisor
“I have devoted my career to helping busy people feel confident that their personal finances and long-term plans are all headed in the right direction.” Experience: Over 20 years’ experience in the financial services...
“There is no substitute for the time taken to truly understand each person’s individual needs and goals prior to formulating an appropriate investment plan.”
Financial Advisor, CFP ®
Experience:More than 10 years in the financial services industry Practice Manager and Investment Representative–Householder Group Estate and Retirement Specialists –Seattle, WAFormal Education:Bachelor ...
Experience: More than 17 years in the financial services industry Vice President, Financial Service Representative Manager – D.A. Davidson & Co Municipal Liaison – Wells Fargo Advisors Trading Rep – Bank of America...
Branch Operations Manager
Experience: More than 23 years in the financial services industryAssistant and Branch Operation Manager – D.A. Davidson & Co. – Edmonds, WAAssistant and Branch Operation Manager – A.G. Edwards – Edmonds, WA