*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:
38 years in the financial services industry
Vice President, Financial Consultant - D.A. Davidson & Co. – Edmonds, WA
Assistant Vice President, Financial Consultant - A.G. Edwards & Sons - Edmonds, WA
Assistant Vice President, Financial Consultant - Piper Jaffray - Seattle, WA
2016 and 2017 Seattle Magazine 5 Star Wealth Manager Award Winner
Formal Education:
Bachelor of Arts Degree in Theology and Psychology - St. Olaf College
Undergraduate Business Education - University of Minnesota School of Business
Securities Registrations:
Series 7 General Securities Representative
Series 63 Uniform Securities Agent State Law
Series 9 Option Sales Supervisor
Series 10 Securities Sales Supervisor
Securities registrations are held with LPL Financial
Five Star Wealth Manager award based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2016 and 2017 Five Star Wealth Managers.