My goal is to provide superior service to clients who require professional wealth management; helping them discover and address their most important financial needs. I can help with a variety of financial issues and I focus on helping high-net worth families, working with retirement and legacy strategies, non-profit organizations, and employee retirement plans for businesses.
I am a Washington State University alumni. Previously to joining Morgan Stanley, I was with Merrill Lynch Wealth Management since1998. I hold the Chartered Retirement Planning CounselorSM, CRPC® designation. I've been active in the Olympia Kiwanis Club and VetBikes, an organization that supports veterans that I helped start. I follow the core values of Morgan Stanley by staying active in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
I live in Olympia, Washington with my wife Shannon and our three sons grew up here.
Securities Agent: HI, OR, IA, TN, AK, UT, NV, AL, SC, ND, AZ, PR, NY, FL, MT, MA, CO, CA, VA, NC, IN, WA, OH, MI, WI, TX, OK, IL, ID; General Securities Representative; Investment Advisor Representative
NMLS#: 526667