Qualifications
I started with Dain Bosworth in 1987. Through several name changes and nearly 30 years, I've chosen to stay with the same company that is now called RBC Wealth Management. For me that is a testament to values and ethics of RBC and the quality of the people that work here.
I earned a bachelor's degree in accounting from Oregon State University. The world's markets were always of great interest to me growing up and I chose to follow my passion. My accounting background gives me a great platform to help evaluate and determine the best mix of investments to help you reach your goals. I hold the Series 7, 63 & 66 licenses and am licensed in the state of Washington to provide a large array of insurance services.
Personal
I have resided in Seattle for almost 30 years and enjoy many of the activities the city has to offer including the theater, the symphony and the museums, as well as enjoying the beaches, parks & golf courses around the city. I grew up playing competitive golf and was able to play in several national tournaments, including the U.S. Amateur in 1985. In the northwest I competed in the Hudson Cup and the Hogan Cup. The competitive ability is gone, but I still enjoy playing golf with my wife Lynn and many other friends & clients.