“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 25 years’ experience in the financial services industry
Vice President, Financial Consultant – D.A. Davidson & Co. – Edmonds, WA
Financial Advisor – A.G. Edwards – Edmonds, WA
Formal Education:
Bachelor of Arts Degree in Business Administration, Concentration in Finance – University of Washington
Securities Registrations & Credentials:
Series 63 Uniform Securities Agent State Law held through LPL Financial
Series 65 Uniform Investment Adviser Law held through Financial Advocates Investment Management
Series 7 General Securities Representative held through LPL Financial
About Me:
When I am not working I enjoy spending time with my wife and two adult children. I find peace in nature, and am always up for mountain biking, hiking, or a ski day.