Since 1993 I have been providing individuals and business owners financial planning services, and retirement guidance.  As an Investment Advisor Representative I develop a comprehensive financial plan to address the specific issues of importance to each situation and client.  I believe developing a financial planning strategy one step at a time is how progress is made and goals are achieved.   I strive to provide clarity and vision to my clients to match their investment objective and goals as we work thru the process together.

Financial planning often requires expertise from a team of professionals in such areas as taxation, estate planning and other various legal issues.  Because developing a strong financial plan requires advice and guidance beyond just investments and insurance, I have developed relationships with other professionals who can provide the expertise that is necessary for each client’s financial situation.  As I work with clients in the planning process and uncover areas that need attention I will recommend the most appropriate professional to address those needs.



BA – Business Administration – University of Washington 1986

MBA – Seattle University 1991



Phone 206-674-4647
Fax 206-674-4650
Mobile Phone 206-321-1392