Team

“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.”

Experience: Over 20 years’ experience in the financial services industry CPA Certificate, State of Washington 12/1988 - 6/2010Vice President, Financial Consultant – D.A. Davidson & Co. – Edmonds, WAFinancial Advisor...

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 

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 ...