As a dedicated partner with LPL Financial, I am committed to providing comprehensive wealth management and financial planning services that uphold the highest standards of stewardship and professionalism. My practice is centered around empowering clients with the knowledge and strategies they need to navigate life’s financial transitions smoothly and confidently.
Specializing in retirement planning, I work closely with individuals who are approaching or transitioning into retirement. My focus is on addressing critical issues such as the optimal timing for claiming Social Security benefits, assessing retirement savings adequacy, and orchestrating a seamless transition into retirement. I guide clients through the complexities of liquidating retirement and brokerage accounts to ensure a steady income stream that supports a comfortable retirement.
If you are facing a significant life transition—be it retirement, a job change, divorce, business succession, sudden wealth from inheritance or asset sales, or even college planning for your children—I am here to assist you. Together, we can create a tailored financial plan that aligns with your unique goals and circumstances.
Beyond my professional pursuits, I am passionate about helping my clients achieve their financial goals. I cherish spending quality time with my wife, two sons, and two cats. I also enjoy RVing, soccer, fishing with my kids, snowboarding, and playing golf. When I’m not outdoors, you might find me perfecting BBQ on the Traeger or cheering for WSU Football (and any team playing against the UW Huskies).
Qualifications
- CERTIFIED FINANCIAL PLANNER® Professional
- AWMA® - Accredited Wealth Management Advisor
- Series 7, Series 63, and Series 66 licenses, held through LPL Financial
- Life and Health Insurance Licensed
- Certified Instructor for Financial Educators Network
- Adjunct Professor at Portland Community College for Rejuvenate Your Retirement®
- Adjunct Professor at Whatcom Community College for Savvy Tax Planning for Retirees®
Education
- Washington State University, BA Marketing (2002-2006)
- College of Financial Planning, AWMA® (2016)
- The American College, CFP® (2017-2018)
Professional Associations
- MDRT**
- NAIFA
- FSI
- WSUAA Lifetime Member