My Story and Services

Quality of personalized service is the fundamental principle that drives everything I do. My practice is limited to a select number of clients and their families, so I may deliver the dedicated time, attention and service they each deserve. You’ll find that whatever your goals are, I am committed to the following core tenets:

EXPERIENCE
For several years I have been working with affluent families to help them solve problems. I focus on helping people whose lives are in transition; specifically, individuals entering retirement, business owners selling their business, as well as those managing a life-changing event like the loss of a spouse or a divorce.

INSIGHT
My experience and insight help map out innovative, forward-thinking strategies designed to achieve your specific objectives. I am committed to professional development, attending seminars and workshops and working towards advanced industry certifications. This enables me to remain on the forefront of the most effective strategies, while continually striving to create a more powerful client experience.

ACTION
Even the best strategy can be ineffective without focused, decisive action. That’s why my custom-created recommendations are clearly outlined with rationale and action steps. To help your strategy stay on track, I set timelines and meet with you regularly to measure progress and make any necessary adjustments.

When you invite me into your life to care about you and your family’s future, I take that trust very seriously. It is this openness that facilitates a high level of clarity and guidance. In return, you’ll spend less time worrying about your finances, and more time doing those things that matter most to you.
Services Include
  • Financial Planning1
  • Sustainable Investing2
  • Wealth Management3
  • Retirement Planning4
  • Estate Planning Strategies5
  • Business Succession Planning6
  • Divorce Financial Analysis7
  • Long Term Care Insurance8
Securities Agent: WA, TX, MT, ID, HI, CA, AZ; General Securities Representative; Investment Advisor Representative
NMLS#: 1735612
Check the background of Our Firm and Investment Professionals on FINRA's BrokerCheck.*
As your financial advisor, my role is to help you develop a personalized financial strategy that lays out a clear path to your goals; a strategy you can follow, helping you make informed, confident decisions in today’s complex financial markets.

Over the years, I have developed a five-step consulting process designed to empower you to achieve and maintain your financial goals. 


Step 1: Detailed Discovery Interview
From the onset, I spend a great deal of time getting to know you, gathering important information about you and your family and establishing your specific financial objectives. You’ll find my unique process is focused on truly understanding your manner of thinking and feeling; specifically, where you came from and where you want to go.


Step 2: Goal Clarification
Here, I develop an in-depth summary of your goals and how each will be addressed.


Step 3: Current Position and Goal Navigation
During this critical step, I gain a deep understanding of your entire financial situation -- including your current investment strategy and how you’ve fared to date – to prepare a tailored outline of specific, measurable and time-targeted objectives. This detailed review goes beyond investment recommendations to look at more complex wealth management strategies, such as cash flow management.


Step 4: Strategy Recommendations
This step is focused on creating prospective strategies that are custom-designed for your specific risk tolerance, time horizon and goals.


Step 5: Proposed Goal Map and Service Model
Finally, I share an overall roadmap to manage your assets and provide our highly personalized service model for working with you and your family.

    About me

    Born and raised in the Pacific Northwest, it is the place I call home. I love the people, seasons and opportunities that this area offers. My wife MiKayla and I have a 2-year-old son named Palmer who currently loves to swim and golf. As a family we enjoy nearly anything outdoors, travelling and volunteering in local and international nonprofits. Our specific interests are in poverty alleviation, orphans and homelessness.

    I received my bachelor’s degree in finance from Western Washington University. During my studies at WWU I participated in Northwestern Mutual’s internship program, nationally recognized as a Top 10 Internship. After establishing a robust practice at Northwestern Mutual, I was recruited by Morgan Stanley to build out several niche markets in my area of specialization. Behind the numbers, the intimate conversations leading to deep client relationships are the passion for my business. I am invigorated by the pivotal role I play in my clients attaining their goals.

    Fun fact: I have had two holes-in-one

      Location

      2200 Rimland Drive
      Suite 105
      Bellingham, WA 98226
      US
      Direct:
      (360) 788-7000(360) 788-7000
      Investment and Market Perspectives

      On the Markets

      Retirement

      Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
      • 401(k) Rollovers
      • IRA Plans
      • Retirement Income Strategies
      • Retirement Plan Participants
      • Annuities
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      Working closely with you to guide your wealth and investments through the most challenging market cycles.
      • Asset Management
      • Wealth Planning
      • Traditional Investments
      • Alternative Investments
      • Impact Investing
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      Creating customized financial strategies for the challenges that today's families face.
      • Estate Planning Strategies
      • 529 Plans / Education Savings Planning
      • Long Term Care Insurance
      • Special Needs Planning
      • Trust Services
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      • Business Planning
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      • Qualified Retirement Plans
      • Corporate Pension Funds
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      Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
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      • Foundations
      • Donor Advised Funds
      • Impact Investing
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      1Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences.

      2The returns on a portfolio consisting primarily of Environmental, Social and Governance (“ESG”) aware investments may be lower or higher than a portfolio that is more diversified or where decisions are based solely on investment considerations. Because ESG criteria exclude some investments, investors may not be able to take advantage of the same opportunities or market trends as investors that do not use such criteria.

      3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      4Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      5Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.

      6Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      7Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

      8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.

      The information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.

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      The securities/instruments, services, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment, investment strategy or service will depend on an investor's individual circumstances and objectives. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, strategies and services, and encourages investors to seek the advice of a Financial Advisor or Private Wealth Advisor. This material does not provide individually tailored investment advice. It has been prepared without regard to the individual financial circumstances and objectives of persons who receive it.

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